MAA
MORT icon

Managed Account Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Managed Account Advisors’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
2015
Q2 		$25K Buy
1,161
+297
+34% +$6.97K ﹤0.01% 2764
2015
Q1 		$21K Buy
+864
New +$20.5K ﹤0.01% 2739

Other funds holding MORT

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Managed Account Advisors's MORT Position: Q2 2015 in Review

Managed Account Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 34% in Q2 2015, buying an estimated $6.97K and bringing the position to 1,161 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Managed Account Advisors first reported a position in MORT in Q1 2015 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold MORT as of Q2 2015.

  • Managed Account Advisors held 1,161 shares of VanEck Mortgage REIT Income ETF worth $25K as of Q2 2015.
  • Managed Account Advisors bought 297 VanEck Mortgage REIT Income ETF shares in Q2 2015, an estimated $6.97K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2764 holding.
  • Managed Account Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2015 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.