FNBT
MORL

FineMark National Bank & Trust’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-600
Closed -$9K – 1488
2016
Q2 		$9K Buy
+600
New +$8.24K ﹤0.01% 983

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FineMark National Bank & Trust's MORL Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q3 2016, closing a stake of 600 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in MORL in Q2 2016 and held it in 1 quarter. The position peaked at $9K in Q2 2016. 11 funds tracked by Wall St. Rank hold MORL as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 600 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q3 2016, an estimated $9K.
  • FineMark National Bank & Trust first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $9K in Q2 2016.
  • 11 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.