UBS Group
MORL

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

UBS 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
2019
Q4 		– Sell
-1,500
Closed -$21K – 8828
2019
Q3 		$21K Hold
1,500
– – ﹤0.01% 6725
2019
Q2 		$21K Buy
+1,500
New +$21.6K ﹤0.01% 6595

Other funds holding MORL

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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

UBS Group's MORL Position: Q4 2019 in Review

UBS Group sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q4 2019, closing a stake of 1,500 shares — an estimated $21K sold.

UBS Group first reported a position in MORL in Q2 2019 and held it in 2 quarters. The position peaked at $21K in Q3 2019. 16 funds tracked by Wall St. Rank hold MORL as of Q4 2019.

  • UBS Group reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q4 2019 after selling out during the quarter.
  • UBS Group sold 1,500 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q4 2019, an estimated $21K.
  • UBS Group first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q2 2019 and held it in 2 quarters.
  • UBS Group's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $21K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q4 2019.

Based on UBS Group's 13F filing for Q4 2019, filed 14 Feb 2020.