NFG
MORL

Next Financial Group’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-1,048
Closed -$15K – 2547
2019
Q4 		$15K Buy
1,048
+48
+5% +$650 ﹤0.01% 1634
2019
Q3 		$14K Buy
+1,000
New +$13.8K ﹤0.01% 1596

Next Financial Group's MORL Position: Q1 2020 in Review

Next Financial Group sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q1 2020, closing a stake of 1,048 shares — an estimated $15K sold.

Next Financial Group first reported a position in MORL in Q3 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 0 funds tracked by Wall St. Rank hold MORL as of Q1 2020.

  • Next Financial Group reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 1,048 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q1 2020, an estimated $15K.
  • Next Financial Group first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q3 2019 and held it in 2 quarters.
  • Next Financial Group's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $15K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.