SWM
MORL

SeaCrest Wealth Management’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-6,500
Closed -$98K – 2201
2019
Q1 		$98K Buy
6,500
+4,500
+225% +$65K 0.02% 698
2018
Q4 		$25K Buy
+2,000
New +$28.6K 0.01% 1170

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
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
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
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

SeaCrest Wealth Management's MORL Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q2 2019, closing a stake of 6,500 shares — an estimated $98K sold.

SeaCrest Wealth Management first reported a position in MORL in Q4 2018 and held it in 2 quarters. The position peaked at $98K in Q1 2019. 22 funds tracked by Wall St. Rank hold MORL as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,500 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q2 2019, an estimated $98K.
  • SeaCrest Wealth Management first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q4 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $98K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.