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Morris Capital Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Morris Capital 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
2020
Q1 		– Sell
-15,107
Closed -$362K – 68
2019
Q4 		$362K Buy
15,107
+1,259
+9% +$29.7K 0.3% 52
2019
Q3 		$322K Buy
13,848
+55
+0.4% +$1.26K 0.28% 53
2019
Q2 		$320K Buy
+13,793
New +$319K 0.27% 55

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morris Capital Advisors's MORT Position: Q1 2020 in Review

Morris Capital Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2020, closing a stake of 15,107 shares — an estimated $362K sold.

Morris Capital Advisors first reported a position in MORT in Q2 2019 and held it in 3 quarters. The position peaked at $362K in Q4 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q1 2020.

  • Morris Capital Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2020 after selling out during the quarter.
  • Morris Capital Advisors sold 15,107 VanEck Mortgage REIT Income ETF shares in Q1 2020, an estimated $362K.
  • Morris Capital Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2019 and held it in 3 quarters.
  • Morris Capital Advisors's VanEck Mortgage REIT Income ETF position peaked at $362K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2020.

Based on Morris Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.