RJA
MORL

Raymond James & Associates’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Raymond James & Associates’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
2017
Q4 		– Sell
-10,990
Closed -$206K – 3626
2017
Q3 		$206K Hold
10,990
– – ﹤0.01% 3027
2017
Q2 		$205K Sell
10,990
-950
-8% -$17.1K ﹤0.01% 2976
2017
Q1 		$212K Hold
11,940
– – ﹤0.01% 2904
2016
Q4 		$186K Buy
+11,940
New +$179K ﹤0.01% 2904

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
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Raymond James & Associates's MORL Position: Q4 2017 in Review

Raymond James & Associates sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2017, closing a stake of 10,990 shares — an estimated $206K sold.

Raymond James & Associates first reported a position in MORL in Q4 2016 and held it in 4 quarters. The position peaked at $212K in Q1 2017. 15 funds tracked by Wall St. Rank hold MORL as of Q4 2017.

  • Raymond James & Associates reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2017 after selling out during the quarter.
  • Raymond James & Associates sold 10,990 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2017, an estimated $206K.
  • Raymond James & Associates first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q4 2016 and held it in 4 quarters.
  • Raymond James & Associates's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $212K in Q1 2017.
  • 15 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2017.

Based on Raymond James & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.