EWM
MORL

Evercore Wealth Management’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Evercore Wealth 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
Q1 		– Sell
-796
Closed -$11K – 1063
2015
Q4 		$11K Hold
796
– – ﹤0.01% 849
2015
Q3 		$11K Hold
796
– – ﹤0.01% 830
2015
Q2 		$13K Buy
+796
New +$15.4K ﹤0.01% 863

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Evercore Wealth Management's MORL Position: Q1 2016 in Review

Evercore Wealth Management sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q1 2016, closing a stake of 796 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in MORL in Q2 2015 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 7 funds tracked by Wall St. Rank hold MORL as of Q1 2016.

  • Evercore Wealth Management reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 796 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q1 2016, an estimated $11K.
  • Evercore Wealth Management first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2015 and held it in 3 quarters.
  • Evercore Wealth Management's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $13K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.