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

Mutual 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
2018
Q1 		– Sell
-33,270
Closed -$801K – 393
2017
Q4 		$801K Buy
+33,270
New +$810K 0.3% 102

Other funds holding MORT

Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northstar Wealth Partners
Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Mutual Advisors's MORT Position: Q1 2018 in Review

Mutual Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2018, closing a stake of 33,270 shares — an estimated $801K sold.

Mutual Advisors first reported a position in MORT in Q4 2017 and held it in 1 quarter. The position peaked at $801K in Q4 2017. 40 funds tracked by Wall St. Rank hold MORT as of Q1 2018.

  • Mutual Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2018 after selling out during the quarter.
  • Mutual Advisors sold 33,270 VanEck Mortgage REIT Income ETF shares in Q1 2018, an estimated $801K.
  • Mutual Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2017 and held it in 1 quarter.
  • Mutual Advisors's VanEck Mortgage REIT Income ETF position peaked at $801K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2018.

Based on Mutual Advisors's 13F filing for Q1 2018, filed 11 May 2018.