Private Advisory Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Private Advisory Group’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	-20,540	Closed	-$438K	–	138
2019 Q1	$438K	Hold	20,540	–	–	0.25%	76
2018 Q4	$438K	Buy	+20,540	New	+$470K	0.25%	76

Other funds holding MORT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 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

Private Advisory Group's MORT Position: Q2 2019 in Review

Private Advisory Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2019, closing a stake of 20,540 shares — an estimated $438K sold.

Private Advisory Group first reported a position in MORT in Q4 2018 and held it in 2 quarters. The position peaked at $438K in Q1 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q2 2019.

Private Advisory Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2019 after selling out during the quarter.
Private Advisory Group sold 20,540 VanEck Mortgage REIT Income ETF shares in Q2 2019, an estimated $438K.
Private Advisory Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2018 and held it in 2 quarters.
Private Advisory Group's VanEck Mortgage REIT Income ETF position peaked at $438K in Q1 2019.
52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2019.

Based on Private Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.