B
MORE

Bridgeworth’s Monogram Residential Trust, Inc. MORE Stock Holding History

Bridgeworth’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
Q2 		– Sell
-58,861
Closed -$584K – 160
2017
Q1 		$584K Sell
58,861
-791
-1% -$8.08K 0.31% 62
2016
Q4 		$622K Buy
+59,652
New +$628K 0.34% 58

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bridgeworth's MORE Position: Q2 2017 in Review

Bridgeworth sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2017, closing a stake of 58,861 shares — an estimated $584K sold.

Bridgeworth first reported a position in MORE in Q4 2016 and held it in 2 quarters. The position peaked at $622K in Q4 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2017.

  • Bridgeworth reported no remaining Monogram Residential Trust, Inc. position as of Q2 2017 after selling out during the quarter.
  • Bridgeworth sold 58,861 Monogram Residential Trust, Inc. shares in Q2 2017, an estimated $584K.
  • Bridgeworth first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 2 quarters.
  • Bridgeworth's Monogram Residential Trust, Inc. position peaked at $622K in Q4 2016.
  • 166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2017.

Based on Bridgeworth's 13F filing for Q2 2017, filed 11 Aug 2017.