OIA
MORL

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

Optimum Investment 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
2018
Q4 		– Sell
-13,200
Closed -$207K – 1088
2018
Q3 		$207K Buy
+13,200
New +$213K 0.06% 300

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Optimum Investment Advisors's MORL Position: Q4 2018 in Review

Optimum Investment Advisors sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2018, closing a stake of 13,200 shares — an estimated $207K sold.

Optimum Investment Advisors first reported a position in MORL in Q3 2018 and held it in 1 quarter. The position peaked at $207K in Q3 2018. 17 funds tracked by Wall St. Rank hold MORL as of Q4 2018.

  • Optimum Investment Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 13,200 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2018, an estimated $207K.
  • Optimum Investment Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q3 2018 and held it in 1 quarter.
  • Optimum Investment Advisors's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $207K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.