EWM
MORL

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

Quarter Market Value Status Shares Shares
Change %
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 +$13K ﹤0.01% 863