Commonwealth Equity Services
MORL

Commonwealth Equity Services’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Commonwealth Equity Services’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
2018
Q3 		– Sell
-14,735
Closed -$234K – 2916
2018
Q2 		$234K Buy
+14,735
New +$224K ﹤0.01% 2333

Other funds holding MORL

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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services's MORL Position: Q3 2018 in Review

Commonwealth Equity Services sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q3 2018, closing a stake of 14,735 shares — an estimated $234K sold.

Commonwealth Equity Services first reported a position in MORL in Q2 2018 and held it in 1 quarter. The position peaked at $234K in Q2 2018. 20 funds tracked by Wall St. Rank hold MORL as of Q3 2018.

  • Commonwealth Equity Services reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q3 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,735 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q3 2018, an estimated $234K.
  • Commonwealth Equity Services first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2018 and held it in 1 quarter.
  • Commonwealth Equity Services's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $234K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q3 2018.

Based on Commonwealth Equity Services's 13F filing for Q3 2018, filed 6 Nov 2018.