SWP
MORT icon

Stratos Wealth Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,230
Closed -$30K – 1847
2018
Q3 		$30K Buy
+1,230
New +$29.6K ﹤0.01% 1688
2018
Q2 		– Sell
-1,230
Closed -$28K – 1955
2018
Q1 		$28K Hold
1,230
– – ﹤0.01% 1871
2017
Q4 		$30K Buy
+1,230
New +$29.9K ﹤0.01% 1759

Other funds holding MORT

PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stratos Wealth Partners's MORT Position: Q4 2018 in Review

Stratos Wealth Partners sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2018, closing a stake of 1,230 shares — an estimated $30K sold.

Stratos Wealth Partners first reported a position in MORT in Q4 2017 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 45 funds tracked by Wall St. Rank hold MORT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,230 VanEck Mortgage REIT Income ETF shares in Q4 2018, an estimated $30K.
  • Stratos Wealth Partners first reported a position in VanEck Mortgage REIT Income ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's VanEck Mortgage REIT Income ETF position peaked at $30K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.