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Stonebridge Capital Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Stonebridge Capital Advisors’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
Q1 		– Sell
-8,357
Closed -$200K – 824
2019
Q4 		$200K Buy
+8,357
New +$197K 0.03% 184

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Royal Bank of Canada
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stonebridge Capital Advisors's MORT Position: Q1 2020 in Review

Stonebridge Capital Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2020, closing a stake of 8,357 shares — an estimated $200K sold.

Stonebridge Capital Advisors first reported a position in MORT in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 52 funds tracked by Wall St. Rank hold MORT as of Q1 2020.

  • Stonebridge Capital Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 8,357 VanEck Mortgage REIT Income ETF shares in Q1 2020, an estimated $200K.
  • Stonebridge Capital Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2019 and held it in 1 quarter.
  • Stonebridge Capital Advisors's VanEck Mortgage REIT Income ETF position peaked at $200K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.