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Ancora Family Wealth Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$189K Sell
17,748
-500
-3% -$5.2K 0.06% 204
2016
Q2 		$186K Sell
18,248
-2,250
-11% -$22.6K 0.07% 182
2016
Q1 		$202K Hold
20,498
– – 0.08% 172
2015
Q4 		$200K Sell
20,498
-1,250
-6% -$12.3K 0.09% 175
2015
Q3 		$202K Buy
+21,748
New +$204K 0.08% 185

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ancora Family Wealth Advisors's MORE Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Monogram Residential Trust, Inc. (MORE) stake by 2.7% in Q3 2016, selling an estimated $5.2K and leaving 17,748 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #204.

Ancora Family Wealth Advisors first reported a position in MORE in Q3 2015 and has held it in 5 quarters since. The position peaked at $202K in Q1 2016. 161 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

  • Ancora Family Wealth Advisors held 17,748 shares of Monogram Residential Trust, Inc. worth $189K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 500 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $5.2K.
  • Monogram Residential Trust, Inc. made up 0.06% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #204 holding.
  • Ancora Family Wealth Advisors first reported a position in Monogram Residential Trust, Inc. in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Monogram Residential Trust, Inc. position peaked at $202K in Q1 2016.
  • 161 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.