LPWM
MORT icon

Lake Point Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-53
Closed -$1K – 795
2018
Q4 		$1K Buy
+53
New +$1.21K ﹤0.01% 770

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Lake Point Wealth Management's MORT Position: Q1 2019 in Review

Lake Point Wealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2019, closing a stake of 53 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in MORT in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 51 funds tracked by Wall St. Rank hold MORT as of Q1 2019.

  • Lake Point Wealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 53 VanEck Mortgage REIT Income ETF shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $1K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.