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Tower Trust’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Tower Trust’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
2014
Q1 		$199K Sell
8,147
-1,523
-16% -$36.1K 0.13% 168
2013
Q4 		$214K Buy
9,670
+400
+4% +$9.24K 0.13% 159
2013
Q3 		$223K Buy
+9,270
New +$219K 0.15% 145

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tower Trust's MORT Position: Q1 2014 in Review

Tower Trust reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 16% in Q1 2014, selling an estimated $36.1K and leaving 8,147 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #168.

Tower Trust first reported a position in MORT in Q3 2013 and has held it in 3 quarters since. The position peaked at $223K in Q3 2013. 23 funds tracked by Wall St. Rank hold MORT as of Q1 2014.

  • Tower Trust held 8,147 shares of VanEck Mortgage REIT Income ETF worth $199K as of Q1 2014.
  • Tower Trust sold 1,523 VanEck Mortgage REIT Income ETF shares in Q1 2014, an estimated $36.1K.
  • VanEck Mortgage REIT Income ETF made up 0.13% of Tower Trust's portfolio in Q1 2014, its #168 holding.
  • Tower Trust first reported a position in VanEck Mortgage REIT Income ETF in Q3 2013 and has held it in 3 quarters since.
  • Tower Trust's VanEck Mortgage REIT Income ETF position peaked at $223K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.