HWM
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Howard Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Howard Wealth Management’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-600
Closed -$14K – 341
2019
Q4 		$14K Buy
+600
New +$14.2K 0.01% 305

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Howard Wealth Management's MORT Position: Q1 2020 in Review

Howard Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2020, closing a stake of 600 shares — an estimated $14K sold.

Howard Wealth Management first reported a position in MORT in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q1 2020.

  • Howard Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 600 VanEck Mortgage REIT Income ETF shares in Q1 2020, an estimated $14K.
  • Howard Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $14K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.