AE Wealth Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-22,214
Closed -$216K 418
2017
Q2
$216K Buy
+22,214
New +$221K 0.03% 346

Other funds holding MORE

AE Wealth Management's MORE Position: Q3 2017 in Review

AE Wealth Management sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 22,214 shares — an estimated $216K sold.

AE Wealth Management first reported a position in MORE in Q2 2017 and held it in 1 quarter. The position peaked at $216K in Q2 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • AE Wealth Management reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • AE Wealth Management sold 22,214 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $216K.
  • AE Wealth Management first reported a position in Monogram Residential Trust, Inc. in Q2 2017 and held it in 1 quarter.
  • AE Wealth Management's Monogram Residential Trust, Inc. position peaked at $216K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on AE Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.