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Placemark Investments’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Placemark Investments’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
2014
Q1 		– Sell
-11,043
Closed -$245K – 1639
2013
Q4 		$245K Sell
11,043
-3,330
-23% -$76.9K ﹤0.01% 1438
2013
Q3 		$344K Buy
+14,373
New +$339K 0.01% 1268

Other funds holding MORT

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Placemark Investments's MORT Position: Q1 2014 in Review

Placemark Investments sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2014, closing a stake of 11,043 shares — an estimated $245K sold.

Placemark Investments first reported a position in MORT in Q3 2013 and held it in 2 quarters. The position peaked at $344K in Q3 2013. 23 funds tracked by Wall St. Rank hold MORT as of Q1 2014.

  • Placemark Investments reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2014 after selling out during the quarter.
  • Placemark Investments sold 11,043 VanEck Mortgage REIT Income ETF shares in Q1 2014, an estimated $245K.
  • Placemark Investments first reported a position in VanEck Mortgage REIT Income ETF in Q3 2013 and held it in 2 quarters.
  • Placemark Investments's VanEck Mortgage REIT Income ETF position peaked at $344K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2014.

Based on Placemark Investments's 13F filing for Q1 2014, filed 9 May 2014.