Barber Financial Group’s Monogram Residential Trust, Inc. MORE Stock Holding History

Barber Financial Group’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	-137,988	Closed	-$1.34M	–	115
2017 Q2	$1.34M	Sell	137,988 -23,969	-15%	-$238K	0.44%	36
2017 Q1	$1.61M	Sell	161,957 -29,715	-16%	-$304K	0.55%	34
2016 Q4	$2.07M	Buy	+191,672	New	+$2.02M	0.75%	26

Other funds holding MORE

AIP

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

Barber Financial Group's MORE Position: Q3 2017 in Review

Barber Financial Group sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 137,988 shares — an estimated $1.34M sold.

Barber Financial Group first reported a position in MORE in Q4 2016 and held it in 3 quarters. The position peaked at $2.07M in Q4 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Barber Financial Group reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Barber Financial Group sold 137,988 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $1.34M.
Barber Financial Group first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 3 quarters.
Barber Financial Group's Monogram Residential Trust, Inc. position peaked at $2.07M in Q4 2016.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Barber Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.