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Peak Financial Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Peak Financial 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
2020
Q1 		– Sell
-8,653
Closed -$207K – 56
2019
Q4 		$207K Sell
8,653
-860
-9% -$20.3K 0.09% 56
2019
Q3 		$221K Sell
9,513
-1,515
-14% -$34.7K 0.1% 54
2019
Q2 		$256K Hold
11,028
– – 0.12% 53
2019
Q1 		$260K Sell
11,028
-256,570
-96% -$5.91M 0.12% 52
2018
Q4 		$5.7M Sell
267,598
-100,276
-27% -$2.29M 2.81% 15
2018
Q3 		$8.83M Sell
367,874
-11,771
-3% -$284K 3.97% 8
2018
Q2 		$9.06M Sell
379,645
-5,885
-2% -$136K 4.18% 7
2018
Q1 		$8.87M Sell
385,530
-52,147
-12% -$1.18M 4.22% 7
2017
Q4 		$10.5M Buy
437,677
+3,524
+0.8% +$85.8K 3.99% 7
2017
Q3 		$11M Buy
434,153
+2,880
+0.7% +$71K 4.23% 9
2017
Q2 		$10.7M Buy
431,273
+7,061
+2% +$172K 4.17% 10
2017
Q1 		$10.2M Buy
424,212
+5,035
+1% +$115K 4.12% 10
2016
Q4 		$9.17M Buy
419,177
+8,019
+2% +$175K 3.99% 10
2016
Q3 		$9.24M Buy
411,158
+36,876
+10% +$813K 4% 12
2016
Q2 		$8.08M Buy
+374,282
New +$7.68M 3.61% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Peak Financial Management's MORT Position: Q1 2020 in Review

Peak Financial Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2020, closing a stake of 8,653 shares — an estimated $207K sold.

Peak Financial Management first reported a position in MORT in Q2 2016 and held it in 15 quarters. The position peaked at $11M in Q3 2017. 52 funds tracked by Wall St. Rank hold MORT as of Q1 2020.

  • Peak Financial Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2020 after selling out during the quarter.
  • Peak Financial Management sold 8,653 VanEck Mortgage REIT Income ETF shares in Q1 2020, an estimated $207K.
  • Peak Financial Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2016 and held it in 15 quarters.
  • Peak Financial Management's VanEck Mortgage REIT Income ETF position peaked at $11M in Q3 2017.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2020.

Based on Peak Financial Management's 13F filing for Q1 2020, filed 29 Apr 2020.