Wells Fargo
MORL

Wells Fargo’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

Wells Fargo’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
Q2 		– Sell
-1,000
Closed -$15K – 6871
2018
Q1 		$15K Buy
+1,000
New +$15K ﹤0.01% 5876

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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
Susquehanna International Group
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo's MORL Position: Q2 2018 in Review

Wells Fargo sold out of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) in Q2 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Wells Fargo first reported a position in MORL in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 18 funds tracked by Wall St. Rank hold MORL as of Q2 2018.

  • Wells Fargo reported no remaining ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position as of Q2 2018 after selling out during the quarter.
  • Wells Fargo sold 1,000 ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN shares in Q2 2018, an estimated $15K.
  • Wells Fargo first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q1 2018 and held it in 1 quarter.
  • Wells Fargo's ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN position peaked at $15K in Q1 2018.
  • 18 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q2 2018.

Based on Wells Fargo's 13F filing for Q2 2018, filed 1 Aug 2018.