IA
MORL

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

IFP 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
Q1 		– Sell
-954
Closed -$12K – 4000
2018
Q4 		$12K Sell
954
-200
-17% -$2.86K ﹤0.01% 2437
2018
Q3 		$18K Buy
1,154
+45
+4% +$725 ﹤0.01% 2532
2018
Q2 		$18K Buy
1,109
+84
+8% +$1.28K ﹤0.01% 2556
2018
Q1 		$18K Hold
1,025
– – ﹤0.01% 2477
2017
Q4 		$18K Sell
1,025
-238
-19% -$4.17K ﹤0.01% 2513
2017
Q3 		$24K Buy
1,263
+34
+3% +$616 ﹤0.01% 2499
2017
Q2 		$23K Buy
1,229
+31
+3% +$557 ﹤0.01% 2513
2017
Q1 		$21K Buy
1,198
+33
+3% +$535 ﹤0.01% 2497
2016
Q4 		$18K Buy
1,165
+32
+3% +$481 ﹤0.01% 2555
2016
Q3 		$18K Buy
1,133
+31
+3% +$479 ﹤0.01% 2491
2016
Q2 		$17K Buy
+1,102
New +$15.1K ﹤0.01% 2473
2016
Q1 		– Sell
-2,057
Closed -$27K – 4444
2015
Q4 		$27K Buy
+2,057
New +$28.3K ﹤0.01% 2000

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
PNC Financial Services Group
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

IFP Advisors's MORL Position: Q1 2019 in Review

IFP Advisors sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q1 2019, closing a stake of 954 shares — an estimated $12K sold.

IFP Advisors first reported a position in MORL in Q4 2015 and held it in 12 quarters. The position peaked at $27K in Q4 2015. 20 funds tracked by Wall St. Rank hold MORL as of Q1 2019.

  • IFP Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 954 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q1 2019, an estimated $12K.
  • IFP Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $27K in Q4 2015.
  • 20 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.