WA
MORL

WFG Advisors’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History

WFG 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
2017
Q2 		$16K Hold
845
– – ﹤0.01% 1020
2017
Q1 		$15K Hold
845
– – ﹤0.01% 976
2016
Q4 		$13K Hold
845
– – ﹤0.01% 1052
2016
Q3 		$13K Hold
845
– – ﹤0.01% 1066
2016
Q2 		$13K Hold
845
– – ﹤0.01% 1032
2016
Q1 		$11K Hold
845
– – ﹤0.01% 1041
2015
Q4 		$11K Hold
845
– – ﹤0.01% 1065
2015
Q3 		$12K Buy
+845
New +$13.5K ﹤0.01% 1057

Other funds holding MORL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's MORL Position: Q2 2017 in Review

WFG Advisors held its ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) position steady in Q2 2017 at 845 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

WFG Advisors first reported a position in MORL in Q3 2015 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold MORL as of Q2 2017.

  • WFG Advisors held 845 shares of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN worth $16K as of Q2 2017.
  • WFG Advisors left its ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN share count unchanged in Q2 2017.
  • ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1020 holding.
  • WFG Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in Q3 2015 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.