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SevenBridge Financial Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

SevenBridge Financial 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
Q3 		– Sell
-5,885
Closed -$136K – 414
2019
Q2 		$136K Buy
+5,885
New +$136K 0.05% 180

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SevenBridge Financial Group's MORT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2019, closing a stake of 5,885 shares — an estimated $136K sold.

SevenBridge Financial Group first reported a position in MORT in Q2 2019 and held it in 1 quarter. The position peaked at $136K in Q2 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q3 2019.

  • SevenBridge Financial Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 5,885 VanEck Mortgage REIT Income ETF shares in Q3 2019, an estimated $136K.
  • SevenBridge Financial Group first reported a position in VanEck Mortgage REIT Income ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's VanEck Mortgage REIT Income ETF position peaked at $136K in Q2 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.