Avantax Planning Partners’s Monogram Residential Trust, Inc. MORE Stock Holding History

Avantax Planning Partners’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	-43,131	Closed	-$419K	–	376
2017 Q2	$419K	Sell	43,131 -5,000	-10%	-$49.7K	0.04%	212
2017 Q1	$480K	Sell	48,131 -6,542	-12%	-$66.8K	0.04%	183
2016 Q4	$592K	Buy	+54,673	New	+$575K	0.06%	146

Other funds holding MORE

AIP

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

Avantax Planning Partners's MORE Position: Q3 2017 in Review

Avantax Planning Partners sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 43,131 shares — an estimated $419K sold.

Avantax Planning Partners first reported a position in MORE in Q4 2016 and held it in 3 quarters. The position peaked at $592K in Q4 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Avantax Planning Partners reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Avantax Planning Partners sold 43,131 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $419K.
Avantax Planning Partners first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 3 quarters.
Avantax Planning Partners's Monogram Residential Trust, Inc. position peaked at $592K in Q4 2016.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Avantax Planning Partners's 13F filing for Q3 2017, filed 19 Oct 2017.