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Simplicity Solutions’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Simplicity Solutions’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
2020
Q3 		– Sell
-72,512
Closed -$976K – 912
2020
Q2 		$976K Buy
+72,512
New +$850K 0.02% 475

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Simplicity Solutions's MORT Position: Q3 2020 in Review

Simplicity Solutions sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2020, closing a stake of 72,512 shares — an estimated $976K sold.

Simplicity Solutions first reported a position in MORT in Q2 2020 and held it in 1 quarter. The position peaked at $976K in Q2 2020. 53 funds tracked by Wall St. Rank hold MORT as of Q3 2020.

  • Simplicity Solutions reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2020 after selling out during the quarter.
  • Simplicity Solutions sold 72,512 VanEck Mortgage REIT Income ETF shares in Q3 2020, an estimated $976K.
  • Simplicity Solutions first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and held it in 1 quarter.
  • Simplicity Solutions's VanEck Mortgage REIT Income ETF position peaked at $976K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.