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

Sheaff Brock 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 Q3	–	Sell	-10,050	Closed	-$159K	–	577
2018 Q2	$159K	Hold	10,050	–	–	0.02%	491
2018 Q1	$153K	Hold	10,050	–	–	0.02%	495
2017 Q4	$177K	Buy	+10,050	New	+$176K	0.02%	475
2016 Q1	–	Sell	-13,029	Closed	-$173K	–	729
2015 Q4	$173K	Buy	+13,029	New	+$179K	0.02%	535

Other funds holding MORL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sheaff Brock Investment Advisors's MORL Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q3 2018, closing a stake of 10,050 shares — an estimated $159K sold.

Sheaff Brock Investment Advisors first reported a position in MORL in Q4 2015 and held it in 4 quarters. The position peaked at $177K in Q4 2017. 20 funds tracked by Wall St. Rank hold MORL as of Q3 2018.

Sheaff Brock Investment Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q3 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 10,050 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q3 2018, an estimated $159K.
Sheaff Brock Investment Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q4 2015 and held it in 4 quarters.
Sheaff Brock Investment Advisors's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $177K in Q4 2017.
20 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.