HighTower Advisors’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

HighTower Advisors’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
2019 Q4	–	Sell	-13,000	Closed	-$180K	–	2639
2019 Q3	$180K	Sell	13,000 -2,350	-15%	-$32.5K	﹤0.01%	2083
2019 Q2	$219K	Hold	15,350	–	–	﹤0.01%	2001
2019 Q1	$233K	Buy	15,350 +500	+3%	+$7.23K	﹤0.01%	1866
2018 Q4	$189K	Buy	14,850 +1,000	+7%	+$14.3K	﹤0.01%	1857
2018 Q3	$217K	Buy	13,850 +1,500	+12%	+$24.2K	﹤0.01%	1910
2018 Q2	$196K	Sell	12,350 -1,000	-7%	-$15.2K	﹤0.01%	1910
2018 Q1	$203K	Buy	13,350 +320	+2%	+$4.79K	﹤0.01%	1870
2017 Q4	$229K	Buy	+13,030	New	+$228K	﹤0.01%	1843

Other funds holding MORL

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MBTD

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

HighTower Advisors's MORL Position: Q4 2019 in Review

HighTower Advisors sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2019, closing a stake of 13,000 shares — an estimated $180K sold.

HighTower Advisors first reported a position in MORL in Q4 2017 and held it in 8 quarters. The position peaked at $233K in Q1 2019. 16 funds tracked by Wall St. Rank hold MORL as of Q4 2019.

HighTower Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2019 after selling out during the quarter.
HighTower Advisors sold 13,000 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2019, an estimated $180K.
HighTower Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q4 2017 and held it in 8 quarters.
HighTower Advisors's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $233K in Q1 2019.
16 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2019.

Based on HighTower Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.