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Baltimore-Washington Financial Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

Baltimore-Washington Financial 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
Q1 		– Sell
-2,985
Closed -$28K – 341
2014
Q4 		$28K Buy
+2,985
New +$27.6K 0.01% 159

Other funds holding MORE

Cohen & Steers
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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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MORE Position: Q1 2015 in Review

Baltimore-Washington Financial Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2015, closing a stake of 2,985 shares — an estimated $28K sold.

Baltimore-Washington Financial Advisors first reported a position in MORE in Q4 2014 and held it in 1 quarter. The position peaked at $28K in Q4 2014. 103 funds tracked by Wall St. Rank hold MORE as of Q1 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q1 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,985 Monogram Residential Trust, Inc. shares in Q1 2015, an estimated $28K.
  • Baltimore-Washington Financial Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Monogram Residential Trust, Inc. position peaked at $28K in Q4 2014.
  • 103 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2015, filed 8 Apr 2015.