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National Planning Corporation’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-150
Closed -$3.59K – 1503
2014
Q4 		$3.59K Buy
+150
New +$3.67K ﹤0.01% 2433

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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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

National Planning Corporation's MORT Position: Q1 2015 in Review

National Planning Corporation sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2015, closing a stake of 150 shares — an estimated $3.59K sold.

National Planning Corporation first reported a position in MORT in Q4 2014 and held it in 1 quarter. The position peaked at $3.59K in Q4 2014. 35 funds tracked by Wall St. Rank hold MORT as of Q1 2015.

  • National Planning Corporation reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 150 VanEck Mortgage REIT Income ETF shares in Q1 2015, an estimated $3.59K.
  • National Planning Corporation first reported a position in VanEck Mortgage REIT Income ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's VanEck Mortgage REIT Income ETF position peaked at $3.59K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.