ACP
MORL

Aviance Capital Partners’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Aviance Capital Partners’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
2016
Q1 		– Sell
-10,800
Closed -$143K – 218
2015
Q4 		$143K Sell
10,800
-6,300
-37% -$86.8K 0.05% 190
2015
Q3 		$246K Sell
17,100
-29,462
-63% -$471K 0.1% 165
2015
Q2 		$777K Buy
46,562
+1,579
+4% +$30.6K 0.29% 106
2015
Q1 		$934K Buy
44,983
+8,948
+25% +$181K 0.34% 81
2014
Q4 		$758K Sell
36,035
-4,865
-12% -$103K 0.28% 106
2014
Q3 		$820K Buy
40,900
+4,600
+13% +$101K 0.31% 101
2014
Q2 		$849K Buy
36,300
+13,700
+61% +$302K 0.33% 93
2014
Q1 		$492K Buy
+22,600
New +$470K 0.21% 134

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Aviance Capital Partners's MORL Position: Q1 2016 in Review

Aviance Capital Partners sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q1 2016, closing a stake of 10,800 shares — an estimated $143K sold.

Aviance Capital Partners first reported a position in MORL in Q1 2014 and held it in 8 quarters. The position peaked at $934K in Q1 2015. 7 funds tracked by Wall St. Rank hold MORL as of Q1 2016.

  • Aviance Capital Partners reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q1 2016 after selling out during the quarter.
  • Aviance Capital Partners sold 10,800 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q1 2016, an estimated $143K.
  • Aviance Capital Partners first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q1 2014 and held it in 8 quarters.
  • Aviance Capital Partners's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $934K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q1 2016.

Based on Aviance Capital Partners's 13F filing for Q1 2016, filed 5 May 2016.