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M Holdings Securities’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-1,403
Closed -$33K – 339
2014
Q3 		$33K Buy
+1,403
New +$34.8K 0.02% 440

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

M Holdings Securities's MORT Position: Q4 2014 in Review

M Holdings Securities sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2014, closing a stake of 1,403 shares — an estimated $33K sold.

M Holdings Securities first reported a position in MORT in Q3 2014 and held it in 1 quarter. The position peaked at $33K in Q3 2014. 31 funds tracked by Wall St. Rank hold MORT as of Q4 2014.

  • M Holdings Securities reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,403 VanEck Mortgage REIT Income ETF shares in Q4 2014, an estimated $33K.
  • M Holdings Securities first reported a position in VanEck Mortgage REIT Income ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's VanEck Mortgage REIT Income ETF position peaked at $33K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.