Baystate Wealth Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Baystate Wealth Management’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	-1,203	Closed	-$14K	–	717
2017 Q2	$14K	Hold	1,203	–	–	﹤0.01%	313
2017 Q1	$12K	Hold	1,203	–	–	﹤0.01%	326
2016 Q4	$13K	Buy	+1,203	New	+$12.7K	﹤0.01%	279

Other funds holding MORE

AIP

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

Baystate Wealth Management's MORE Position: Q3 2017 in Review

Baystate Wealth Management sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 1,203 shares — an estimated $14K sold.

Baystate Wealth Management first reported a position in MORE in Q4 2016 and held it in 3 quarters. The position peaked at $14K in Q2 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Baystate Wealth Management reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Baystate Wealth Management sold 1,203 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $14K.
Baystate Wealth Management first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 3 quarters.
Baystate Wealth Management's Monogram Residential Trust, Inc. position peaked at $14K in Q2 2017.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.