Morgan Stanley’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,733
| Closed | -$25K | – | 6963 |
|
|
2019
Q4 | $25K | Buy |
1,733
+1,192
| +220% | +$16.1K | ﹤0.01% | 6060 |
|
|
2019
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 6316 |
|
|
2019
Q2 | $8K | Sell |
541
-792
| -59% | -$11.4K | ﹤0.01% | 6215 |
|
|
2019
Q1 | $20K | Buy |
1,333
+1,014
| +318% | +$14.7K | ﹤0.01% | 6018 |
|
|
2018
Q4 | $4K | Buy |
+319
| New | +$4.56K | ﹤0.01% | 6359 |
|
|
2018
Q1 | – | Sell |
-640
| Closed | -$11K | – | 6907 |
|
|
2017
Q4 | $11K | Sell |
640
-228
| -26% | -$3.99K | ﹤0.01% | 6207 |
|
|
2017
Q3 | $16K | Sell |
868
-8,909
| -91% | -$162K | ﹤0.01% | 6084 |
|
|
2017
Q2 | $182K | Sell |
9,777
-1,728
| -15% | -$31.1K | ﹤0.01% | 5381 |
|
|
2017
Q1 | $204K | Buy |
11,505
+1,688
| +17% | +$27.3K | ﹤0.01% | 5323 |
|
|
2016
Q4 | $153K | Sell |
9,817
-1,996
| -17% | -$30K | ﹤0.01% | 5436 |
|
|
2016
Q3 | $186K | Sell |
11,813
-76
| -0.6% | -$1.17K | ﹤0.01% | 5053 |
|
|
2016
Q2 | $179K | Buy |
+11,889
| New | +$163K | ﹤0.01% | 5002 |
|
|
2015
Q3 | – | Sell |
-6,400
| Closed | -$107K | – | 7052 |
|
|
2015
Q2 | $107K | Buy |
+6,400
| New | +$124K | ﹤0.01% | 5550 |
|
|
2015
Q1 | – | Sell |
-41,800
| Closed | -$879K | – | 6962 |
|
|
2014
Q4 | $879K | Buy |
41,800
+25,400
| +155% | +$536K | ﹤0.01% | 4251 |
|
|
2014
Q3 | $329K | Buy |
+16,400
| New | +$362K | ﹤0.01% | 4854 |
|
Morgan Stanley's MORL Position: Q1 2020 in Review
Morgan Stanley sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q1 2020, closing a stake of 1,733 shares — an estimated $25K sold.
Morgan Stanley first reported a position in MORL in Q3 2014 and held it in 15 quarters. The position peaked at $879K in Q4 2014. 0 funds tracked by Wall St. Rank hold MORL as of Q1 2020.
- Morgan Stanley reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q1 2020 after selling out during the quarter.
- Morgan Stanley sold 1,733 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q1 2020, an estimated $25K.
- Morgan Stanley first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q3 2014 and held it in 15 quarters.
- Morgan Stanley's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $879K in Q4 2014.
- 0 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q1 2020.
Based on Morgan Stanley's 13F filing for Q1 2020, filed 15 May 2020.