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

United Capital Financial Advisors’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
2019 Q3	–	Sell	-11,420	Closed	-$280K	–	1530
2019 Q2	$280K	Buy	+11,420	New	+$284K	﹤0.01%	1248
2017 Q1	–	Sell	-8,943	Closed	-$205K	–	1298
2016 Q4	$205K	Sell	8,943 -12,783	-59%	-$293K	﹤0.01%	1180
2016 Q3	$517K	Sell	21,726 -4,490	-17%	-$106K	0.01%	964
2016 Q2	$603K	Sell	26,216 -7,216	-22%	-$156K	0.01%	862
2016 Q1	$667K	Sell	33,432 -340	-1%	-$6.71K	0.01%	797
2015 Q4	$633K	Buy	+33,772	New	+$690K	0.01%	824

Other funds holding NYMTO

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

United Capital Financial Advisors's NYMTO Position: Q3 2019 in Review

United Capital Financial Advisors sold out of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) in Q3 2019, closing a stake of 11,420 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in NYMTO in Q4 2015 and held it in 6 quarters. The position peaked at $667K in Q1 2016. 1 fund tracked by Wall St. Rank holds NYMTO as of Q3 2019.

United Capital Financial Advisors reported no remaining New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 11,420 New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock shares in Q3 2019, an estimated $280K.
United Capital Financial Advisors first reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in Q4 2015 and held it in 6 quarters.
United Capital Financial Advisors's New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock position peaked at $667K in Q1 2016.
1 fund tracked by Wall St. Rank held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.