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

TCG 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
Q3 		– Sell
-36,857
Closed -$496K – 83
2020
Q2 		$496K Buy
36,857
+4,110
+13% +$48.2K 0.28% 81
2020
Q1 		$327K Buy
+32,747
New +$706K 0.27% 81

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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 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 $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

TCG Advisors's MORT Position: Q3 2020 in Review

TCG Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2020, closing a stake of 36,857 shares — an estimated $496K sold.

TCG Advisors first reported a position in MORT in Q1 2020 and held it in 2 quarters. The position peaked at $496K in Q2 2020. 53 funds tracked by Wall St. Rank hold MORT as of Q3 2020.

  • TCG Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 36,857 VanEck Mortgage REIT Income ETF shares in Q3 2020, an estimated $496K.
  • TCG Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q1 2020 and held it in 2 quarters.
  • TCG Advisors's VanEck Mortgage REIT Income ETF position peaked at $496K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.