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NYMTO

IFP Advisors’s New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock NYMTO Stock Holding History

IFP Advisors’s Portfolio NYMTO Stock Details NYMTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$5K Buy
+200
New +$4.74K ﹤0.01% 1896
2016
Q2 		– Sell
-200
Closed -$5K – 4156
2016
Q1 		$5K Buy
+200
New +$3.94K ﹤0.01% 1891

Other funds holding NYMTO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's NYMTO Position: Q1 2019 in Review

IFP Advisors opened a new position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) in Q1 2019: 200 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1896 among its holdings. This is a return to the name: IFP Advisors previously reported a position in NYMTO as recently as Q1 2016.

IFP Advisors first reported a position in NYMTO in Q1 2016 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold NYMTO as of Q1 2019.

  • IFP Advisors held 200 shares of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock worth $5K as of Q1 2019.
  • New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock was a new IFP Advisors position in Q1 2019.
  • New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1896 holding.
  • IFP Advisors first reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in Q1 2016 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.