Barclays
MORL

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

Barclays’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
-1,600
Closed -$20K – 6873
2015
Q4 		$20K Buy
+1,600
New +$22K ﹤0.01% 5197

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Carroll Financial Associates
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Barclays's MORL Position: Q1 2016 in Review

Barclays sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q1 2016, closing a stake of 1,600 shares — an estimated $20K sold.

Barclays first reported a position in MORL in Q4 2015 and held it in 1 quarter. The position peaked at $20K in Q4 2015. 7 funds tracked by Wall St. Rank hold MORL as of Q1 2016.

  • Barclays reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q1 2016 after selling out during the quarter.
  • Barclays sold 1,600 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q1 2016, an estimated $20K.
  • Barclays first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q4 2015 and held it in 1 quarter.
  • Barclays's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $20K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q1 2016.

Based on Barclays's 13F filing for Q1 2016, filed 16 May 2016.