Advisor Group’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Advisor Group’s Portfolio MORL Stock Details MORL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-400	Closed	-$6K	–	5661
2019 Q3	$6K	Hold	400	–	–	﹤0.01%	4630
2019 Q2	$6K	Hold	400	–	–	﹤0.01%	4643
2019 Q1	$6K	Buy	+400	New	+$5.78K	﹤0.01%	4642
2017 Q4	–	Sell	-206	Closed	-$4K	–	5250
2017 Q3	$4K	Sell	206 -68	-25%	-$1.23K	﹤0.01%	4407
2017 Q2	$5K	Buy	+274	New	+$4.93K	﹤0.01%	4293
2016 Q4	–	Sell	-2,155	Closed	-$34K	–	4837
2016 Q3	$34K	Buy	+2,155	New	+$33.3K	﹤0.01%	2821

Other funds holding MORL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Advisor Group's MORL Position: Q4 2019 in Review

Advisor Group sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2019, closing a stake of 400 shares — an estimated $6K sold.

Advisor Group first reported a position in MORL in Q3 2016 and held it in 6 quarters. The position peaked at $34K in Q3 2016. 16 funds tracked by Wall St. Rank hold MORL as of Q4 2019.

Advisor Group reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 400 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2019, an estimated $6K.
Advisor Group first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q3 2016 and held it in 6 quarters.
Advisor Group's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $34K in Q3 2016.
16 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.