Northwest Wealth Management’s New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock NYMTO Stock Holding History

Northwest Wealth Management’s Portfolio NYMTO Stock Details NYMTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,520	Closed	-$112K	–	513
2019 Q1	$112K	Hold	4,520	–	–	0.08%	150
2018 Q4	$100K	Hold	4,520	–	–	0.08%	143
2018 Q3	$111K	Hold	4,520	–	–	0.08%	145
2018 Q2	$109K	Hold	4,520	–	–	0.08%	144
2018 Q1	$107K	Buy	+4,520	New	+$109K	0.08%	143

Other funds holding NYMTO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwest Wealth Management's NYMTO Position: Q2 2019 in Review

Northwest Wealth Management sold out of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) in Q2 2019, closing a stake of 4,520 shares — an estimated $112K sold.

Northwest Wealth Management first reported a position in NYMTO in Q1 2018 and held it in 5 quarters. The position peaked at $112K in Q1 2019. 19 funds tracked by Wall St. Rank hold NYMTO as of Q2 2019.

Northwest Wealth Management reported no remaining New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 4,520 New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock shares in Q2 2019, an estimated $112K.
Northwest Wealth Management first reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position peaked at $112K in Q1 2019.
19 funds tracked by Wall St. Rank held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.