SIC
MORT icon

Samalin Investment Counsel’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Samalin Investment Counsel’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
2023
Q3 		– Sell
-12,608
Closed -$151K – 272
2023
Q2 		$151K Buy
12,608
+468
+4% +$5.13K 0.08% 261
2023
Q1 		$137K Buy
12,140
+354
+3% +$4.36K 0.08% 237
2022
Q4 		$138K Buy
11,786
+377
+3% +$4.53K 0.09% 236
2022
Q3 		$126K Buy
11,409
+228
+2% +$3.27K 0.09% 212
2022
Q2 		$157K Buy
11,181
+369
+3% +$5.62K 0.11% 207
2022
Q1 		$185K Buy
10,812
+275
+3% +$4.71K 0.11% 224
2021
Q4 		$189K Sell
10,537
-285
-3% -$5.39K 0.11% 228
2021
Q3 		$206K Buy
10,822
+166
+2% +$3.16K 0.13% 219
2021
Q2 		$212K Sell
10,656
-86
-0.8% -$1.67K 0.14% 222
2021
Q1 		$203K Sell
10,742
-304
-3% -$5.39K 0.14% 218
2020
Q4 		$185K Sell
11,046
-12
-0.1% -$184 0.14% 206
2020
Q3 		$154K Sell
11,058
-129
-1% -$1.78K 0.14% 183
2020
Q2 		$150K Sell
11,187
-472
-4% -$5.53K 0.16% 154
2020
Q1 		$116K Sell
11,659
-1,468
-11% -$31.6K 0.16% 129
2019
Q4 		$314K Buy
+13,127
New +$310K 0.26% 106

Other funds holding MORT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Samalin Investment Counsel's MORT Position: Q3 2023 in Review

Samalin Investment Counsel sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2023, closing a stake of 12,608 shares — an estimated $151K sold.

Samalin Investment Counsel first reported a position in MORT in Q4 2019 and held it in 15 quarters. The position peaked at $314K in Q4 2019. 65 funds tracked by Wall St. Rank hold MORT as of Q3 2023.

  • Samalin Investment Counsel reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 12,608 VanEck Mortgage REIT Income ETF shares in Q3 2023, an estimated $151K.
  • Samalin Investment Counsel first reported a position in VanEck Mortgage REIT Income ETF in Q4 2019 and held it in 15 quarters.
  • Samalin Investment Counsel's VanEck Mortgage REIT Income ETF position peaked at $314K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2023.

Based on Samalin Investment Counsel's 13F filing for Q3 2023, filed 13 Nov 2023.