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

Arete 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
2015 Q3	–	Sell	-137,201	Closed	-$1.24M	–	163
2015 Q2	$1.24M	Sell	137,201 -68,802	-33%	-$654K	0.83%	24
2015 Q1	$1.92M	Sell	206,003 -84,090	-29%	-$778K	1.24%	9
2014 Q4	$2.69M	Buy	+290,093	New	+$2.68M	1.9%	6

Other funds holding MORE

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arete Wealth Advisors's MORE Position: Q3 2015 in Review

Arete Wealth Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2015, closing a stake of 137,201 shares — an estimated $1.24M sold.

Arete Wealth Advisors first reported a position in MORE in Q4 2014 and held it in 3 quarters. The position peaked at $2.69M in Q4 2014. 133 funds tracked by Wall St. Rank hold MORE as of Q3 2015.

Arete Wealth Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q3 2015 after selling out during the quarter.
Arete Wealth Advisors sold 137,201 Monogram Residential Trust, Inc. shares in Q3 2015, an estimated $1.24M.
Arete Wealth Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 3 quarters.
Arete Wealth Advisors's Monogram Residential Trust, Inc. position peaked at $2.69M in Q4 2014.
133 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2015.

Based on Arete Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.