Bessemer Group
MORL

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

Bessemer 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
2015
Q4 		– Sell
-330,000
Closed -$4.75M – 1871
2015
Q3 		$4.75M Buy
330,000
+180,000
+120% +$2.88M 0.03% 258
2015
Q2 		$2.5M Buy
+150,000
New +$2.9M 0.01% 361

Other funds holding MORL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Bessemer Group's MORL Position: Q4 2015 in Review

Bessemer Group sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2015, closing a stake of 330,000 shares — an estimated $4.75M sold.

Bessemer Group first reported a position in MORL in Q2 2015 and held it in 2 quarters. The position peaked at $4.75M in Q3 2015. 13 funds tracked by Wall St. Rank hold MORL as of Q4 2015.

  • Bessemer Group reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2015 after selling out during the quarter.
  • Bessemer Group sold 330,000 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2015, an estimated $4.75M.
  • Bessemer Group first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2015 and held it in 2 quarters.
  • Bessemer Group's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $4.75M in Q3 2015.
  • 13 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2015.

Based on Bessemer Group's 13F filing for Q4 2015, filed 12 Feb 2016.