BCM
MORL

Brookstone Capital Management’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Brookstone Capital Management’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
Q3 		– Sell
-44,000
Closed -$662K – 259
2016
Q2 		$662K Hold
44,000
– – 0.09% 150
2016
Q1 		$584K Buy
+44,000
New +$509K 0.09% 149

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookstone Capital Management's MORL Position: Q3 2016 in Review

Brookstone Capital Management sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q3 2016, closing a stake of 44,000 shares — an estimated $662K sold.

Brookstone Capital Management first reported a position in MORL in Q1 2016 and held it in 2 quarters. The position peaked at $662K in Q2 2016. 11 funds tracked by Wall St. Rank hold MORL as of Q3 2016.

  • Brookstone Capital Management reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q3 2016 after selling out during the quarter.
  • Brookstone Capital Management sold 44,000 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q3 2016, an estimated $662K.
  • Brookstone Capital Management first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q1 2016 and held it in 2 quarters.
  • Brookstone Capital Management's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $662K in Q2 2016.
  • 11 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q3 2016.

Based on Brookstone Capital Management's 13F filing for Q3 2016, filed 28 Oct 2016.