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Oppenheimer Asset Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Oppenheimer Asset Management’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
2017
Q2 		– Sell
-814
Closed -$20K – 1702
2017
Q1 		$20K Buy
+814
New +$18.6K ﹤0.01% 1477

Other funds holding MORT

PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NWP
Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return

Oppenheimer Asset Management's MORT Position: Q2 2017 in Review

Oppenheimer Asset Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2017, closing a stake of 814 shares — an estimated $20K sold.

Oppenheimer Asset Management first reported a position in MORT in Q1 2017 and held it in 1 quarter. The position peaked at $20K in Q1 2017. 39 funds tracked by Wall St. Rank hold MORT as of Q2 2017.

  • Oppenheimer Asset Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2017 after selling out during the quarter.
  • Oppenheimer Asset Management sold 814 VanEck Mortgage REIT Income ETF shares in Q2 2017, an estimated $20K.
  • Oppenheimer Asset Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2017 and held it in 1 quarter.
  • Oppenheimer Asset Management's VanEck Mortgage REIT Income ETF position peaked at $20K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2017.

Based on Oppenheimer Asset Management's 13F filing for Q2 2017, filed 9 Aug 2017.