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Osborn Williams & Donohoe’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-950
Closed -$22K – 534
2019
Q1 		$22K Buy
+950
New +$21.9K ﹤0.01% 544

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

Osborn Williams & Donohoe's MORT Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2019, closing a stake of 950 shares — an estimated $22K sold.

Osborn Williams & Donohoe first reported a position in MORT in Q1 2019 and held it in 1 quarter. The position peaked at $22K in Q1 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 950 VanEck Mortgage REIT Income ETF shares in Q2 2019, an estimated $22K.
  • Osborn Williams & Donohoe first reported a position in VanEck Mortgage REIT Income ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's VanEck Mortgage REIT Income ETF position peaked at $22K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.