AIM
MORE

Advantage Investment Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Advantage Investment Management’s Portfolio MORE Stock Details MORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,092
Closed -$79K – 1161
2017
Q2 		$79K Sell
8,092
-8,272
-51% -$82.2K 0.03% 279
2017
Q1 		$163K Buy
16,364
+10,659
+187% +$109K 0.06% 164
2016
Q4 		$62K Buy
5,705
+1,906
+50% +$20.1K 0.02% 297
2016
Q3 		$40K Buy
3,799
+27
+0.7% +$281 0.01% 371
2016
Q2 		$39K Sell
3,772
-1,972
-34% -$19.8K 0.02% 375
2016
Q1 		$57K Buy
5,744
+29
+0.5% +$265 0.02% 314
2015
Q4 		$56K Sell
5,715
-5,207
-48% -$51.3K 0.03% 321
2015
Q3 		$102K Sell
10,922
-2,409
-18% -$22.6K 0.06% 217
2015
Q2 		$120K Buy
13,331
+1,034
+8% +$9.83K 0.06% 209
2015
Q1 		$115K Buy
12,297
+5,202
+73% +$48.1K 0.07% 215
2014
Q4 		$67K Buy
+7,095
New +$65.5K 0.05% 269

Other funds holding MORE

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Advantage Investment Management's MORE Position: Q3 2017 in Review

Advantage Investment Management sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 8,092 shares — an estimated $79K sold.

Advantage Investment Management first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $163K in Q1 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • Advantage Investment Management reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 8,092 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $79K.
  • Advantage Investment Management first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
  • Advantage Investment Management's Monogram Residential Trust, Inc. position peaked at $163K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.