BRWA
MORE

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

B. Riley 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 		– Sell
-22,763
Closed -$233K – 672
2016
Q2 		$233K Sell
22,763
-6
-0% -$60 0.05% 491
2016
Q1 		$225K Buy
22,769
+3,021
+15% +$27.6K 0.05% 439
2015
Q4 		$193K Sell
19,748
-1,685
-8% -$16.6K 0.04% 493
2015
Q3 		$200K Sell
21,433
-4,243
-17% -$39.7K 0.05% 479
2015
Q2 		$232K Buy
25,676
+3,769
+17% +$35.8K 0.06% 407
2015
Q1 		$204K Hold
21,907
– – 0.05% 458
2014
Q4 		$2.03K Buy
+21,907
New +$202K 0.04% 553

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 $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 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 $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

B. Riley Wealth Advisors's MORE Position: Q3 2016 in Review

B. Riley Wealth Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2016, closing a stake of 22,763 shares — an estimated $233K sold.

B. Riley Wealth Advisors first reported a position in MORE in Q4 2014 and held it in 7 quarters. The position peaked at $233K in Q2 2016. 160 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

  • B. Riley Wealth Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q3 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22,763 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $233K.
  • B. Riley Wealth Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Monogram Residential Trust, Inc. position peaked at $233K in Q2 2016.
  • 160 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.