AWS
MORE

Aris Wealth Services’s Monogram Residential Trust, Inc. MORE Stock Holding History

Aris Wealth Services’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 		$51K Hold
5,504
– – 0.11% 86
2015
Q2 		$50K Hold
5,504
– – 0.05% 215
2015
Q1 		$51K Buy
+5,504
New +$50.9K 0.05% 205

Other funds holding MORE

Cohen & Steers
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's MORE Position: Q3 2015 in Review

Aris Wealth Services held its Monogram Residential Trust, Inc. (MORE) position steady in Q3 2015 at 5,504 shares worth $51K. The position accounts for 0.11% of the portfolio, ranked #86.

Aris Wealth Services first reported a position in MORE in Q1 2015 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold MORE as of Q3 2015.

  • Aris Wealth Services held 5,504 shares of Monogram Residential Trust, Inc. worth $51K as of Q3 2015.
  • Aris Wealth Services left its Monogram Residential Trust, Inc. share count unchanged in Q3 2015.
  • Monogram Residential Trust, Inc. made up 0.11% of Aris Wealth Services's portfolio in Q3 2015, its #86 holding.
  • Aris Wealth Services first reported a position in Monogram Residential Trust, Inc. in Q1 2015 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.