Financial Architects (New Jersey)’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-400
Closed -$6K 1050
2019
Q3
$6K Hold
400
﹤0.01% 821
2019
Q2
$6K Hold
400
﹤0.01% 993
2019
Q1
$6K Buy
+400
New +$5.78K ﹤0.01% 1211

Other funds holding MORL

Financial Architects (New Jersey)'s MORL Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2019, closing a stake of 400 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in MORL in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 16 funds tracked by Wall St. Rank hold MORL as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 400 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2019, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q1 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $6K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.