IMA Advisory Services’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

IMA Advisory Services’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
2018 Q3	–	Sell	-1,466	Closed	-$35K	–	414
2018 Q2	$35K	Buy	+1,466	New	+$33.9K	0.01%	182

Other funds holding MORT

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NWP

Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMA Advisory Services's MORT Position: Q3 2018 in Review

IMA Advisory Services sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2018, closing a stake of 1,466 shares — an estimated $35K sold.

IMA Advisory Services first reported a position in MORT in Q2 2018 and held it in 1 quarter. The position peaked at $35K in Q2 2018. 39 funds tracked by Wall St. Rank hold MORT as of Q3 2018.

IMA Advisory Services reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 1,466 VanEck Mortgage REIT Income ETF shares in Q3 2018, an estimated $35K.
IMA Advisory Services first reported a position in VanEck Mortgage REIT Income ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's VanEck Mortgage REIT Income ETF position peaked at $35K in Q2 2018.
39 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.