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Sandy Spring Bank’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-430
Closed -$10K – 813
2014
Q3 		$10K Hold
430
– – ﹤0.01% 620
2014
Q2 		$11K Buy
+430
New +$10.6K ﹤0.01% 602
2014
Q1 		– Sell
-3,634
Closed -$81K – 762
2013
Q4 		$81K Buy
+3,634
New +$84K 0.01% 327

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sandy Spring Bank's MORT Position: Q4 2014 in Review

Sandy Spring Bank sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2014, closing a stake of 430 shares — an estimated $10K sold.

Sandy Spring Bank first reported a position in MORT in Q4 2013 and held it in 3 quarters. The position peaked at $81K in Q4 2013. 31 funds tracked by Wall St. Rank hold MORT as of Q4 2014.

  • Sandy Spring Bank reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2014 after selling out during the quarter.
  • Sandy Spring Bank sold 430 VanEck Mortgage REIT Income ETF shares in Q4 2014, an estimated $10K.
  • Sandy Spring Bank first reported a position in VanEck Mortgage REIT Income ETF in Q4 2013 and held it in 3 quarters.
  • Sandy Spring Bank's VanEck Mortgage REIT Income ETF position peaked at $81K in Q4 2013.
  • 31 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2014.

Based on Sandy Spring Bank's 13F filing for Q4 2014, filed 30 Jan 2015.