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

Vantage Investment 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
2018
Q1 		– Sell
-52
Closed -$1K – 834
2017
Q4 		$1K Buy
+52
New +$1.27K ﹤0.01% 793

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NWP
Northstar Wealth Partners West Hartford, Connecticut $215M AUM 12.82% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Vantage Investment Advisors's MORT Position: Q1 2018 in Review

Vantage Investment Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2018, closing a stake of 52 shares — an estimated $1K sold.

Vantage Investment Advisors first reported a position in MORT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 40 funds tracked by Wall St. Rank hold MORT as of Q1 2018.

  • Vantage Investment Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 52 VanEck Mortgage REIT Income ETF shares in Q1 2018, an estimated $1K.
  • Vantage Investment Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q4 2017 and held it in 1 quarter.
  • Vantage Investment Advisors's VanEck Mortgage REIT Income ETF position peaked at $1K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.