SBL
MORT icon

Sargent Bickham Lagudis’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Sargent Bickham Lagudis’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
2016
Q2 		– Sell
-2,896
Closed -$58K – 749
2016
Q1 		$58K Buy
+2,896
New +$54.2K 0.01% 339

Other funds holding MORT

PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Sargent Bickham Lagudis's MORT Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2016, closing a stake of 2,896 shares — an estimated $58K sold.

Sargent Bickham Lagudis first reported a position in MORT in Q1 2016 and held it in 1 quarter. The position peaked at $58K in Q1 2016. 39 funds tracked by Wall St. Rank hold MORT as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 2,896 VanEck Mortgage REIT Income ETF shares in Q2 2016, an estimated $58K.
  • Sargent Bickham Lagudis first reported a position in VanEck Mortgage REIT Income ETF in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's VanEck Mortgage REIT Income ETF position peaked at $58K in Q1 2016.
  • 39 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.