Cordasco Financial Network’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Cordasco Financial Network’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 Q4	–	Sell	-625	Closed	-$10K	–	427
2018 Q3	$10K	Sell	625 -150	-19%	-$2.42K	0.01%	240
2018 Q2	$12K	Hold	775	–	–	0.01%	234
2018 Q1	$12K	Hold	775	–	–	0.01%	191
2017 Q4	$14K	Hold	775	–	–	0.01%	173
2017 Q3	$15K	Hold	775	–	–	0.02%	167
2017 Q2	$14K	Buy	+775	New	+$13.9K	0.02%	167

Other funds holding MORL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Cordasco Financial Network's MORL Position: Q4 2018 in Review

Cordasco Financial Network sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2018, closing a stake of 625 shares — an estimated $10K sold.

Cordasco Financial Network first reported a position in MORL in Q2 2017 and held it in 6 quarters. The position peaked at $15K in Q3 2017. 17 funds tracked by Wall St. Rank hold MORL as of Q4 2018.

Cordasco Financial Network reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2018 after selling out during the quarter.
Cordasco Financial Network sold 625 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2018, an estimated $10K.
Cordasco Financial Network first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2017 and held it in 6 quarters.
Cordasco Financial Network's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $15K in Q3 2017.
17 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2018.

Based on Cordasco Financial Network's 13F filing for Q4 2018, filed 14 Jan 2019.