SFS
NYMTO

Sowell Financial Services’s New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock NYMTO Stock Holding History

Sowell Financial Services’s Portfolio NYMTO Stock Details NYMTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$12K – 601
2016
Q4 		$12K Buy
+500
New +$11.5K ﹤0.01% 471

Other funds holding NYMTO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sowell Financial Services's NYMTO Position: Q1 2017 in Review

Sowell Financial Services sold out of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) in Q1 2017, closing a stake of 500 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in NYMTO in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 11 funds tracked by Wall St. Rank hold NYMTO as of Q1 2017.

  • Sowell Financial Services reported no remaining New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 500 New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock shares in Q1 2017, an estimated $12K.
  • Sowell Financial Services first reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position peaked at $12K in Q4 2016.
  • 11 funds tracked by Wall St. Rank held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.