Bank of Montreal
MORL

Bank of Montreal’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Bank of Montreal’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
2017
Q3 		– Sell
-305
Closed -$6K – 4490
2017
Q2 		$6K Hold
305
– – ﹤0.01% 3861
2017
Q1 		$5K Hold
305
– – ﹤0.01% 3719
2016
Q4 		$5K Hold
305
– – ﹤0.01% 3769
2016
Q3 		$5K Hold
305
– – ﹤0.01% 3738
2016
Q2 		$5K Buy
+305
New +$4.19K ﹤0.01% 3764

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Bank of Montreal's MORL Position: Q3 2017 in Review

Bank of Montreal sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q3 2017, closing a stake of 305 shares — an estimated $6K sold.

Bank of Montreal first reported a position in MORL in Q2 2016 and held it in 5 quarters. The position peaked at $6K in Q2 2017. 12 funds tracked by Wall St. Rank hold MORL as of Q3 2017.

  • Bank of Montreal reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q3 2017 after selling out during the quarter.
  • Bank of Montreal sold 305 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q3 2017, an estimated $6K.
  • Bank of Montreal first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2016 and held it in 5 quarters.
  • Bank of Montreal's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $6K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q3 2017.

Based on Bank of Montreal's 13F filing for Q3 2017, filed 16 Oct 2017.