HighTower Advisors
TRMT

HighTower Advisors’s Tremont Mortgage Trust Common Shares of Beneficial Interest TRMT Stock Holding History

HighTower Advisors’s Portfolio TRMT Stock Details TRMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,600
Closed -$210K – 2421
2017
Q3 		$210K Buy
+12,600
New +$210K ﹤0.01% 1880

Other funds holding TRMT

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors's TRMT Position: Q4 2017 in Review

HighTower Advisors sold out of Tremont Mortgage Trust Common Shares of Beneficial Interest (TRMT) in Q4 2017, closing a stake of 12,600 shares — an estimated $210K sold.

HighTower Advisors first reported a position in TRMT in Q3 2017 and held it in 1 quarter. The position peaked at $210K in Q3 2017. 7 funds tracked by Wall St. Rank hold TRMT as of Q4 2017.

  • HighTower Advisors reported no remaining Tremont Mortgage Trust Common Shares of Beneficial Interest position as of Q4 2017 after selling out during the quarter.
  • HighTower Advisors sold 12,600 Tremont Mortgage Trust Common Shares of Beneficial Interest shares in Q4 2017, an estimated $210K.
  • HighTower Advisors first reported a position in Tremont Mortgage Trust Common Shares of Beneficial Interest in Q3 2017 and held it in 1 quarter.
  • HighTower Advisors's Tremont Mortgage Trust Common Shares of Beneficial Interest position peaked at $210K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Tremont Mortgage Trust Common Shares of Beneficial Interest as of Q4 2017.

Based on HighTower Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.