Buckingham Strategic Wealth’s Monogram Residential Trust, Inc. MORE Stock Holding History

Buckingham Strategic Wealth’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	-20,000	Closed	-$194K	–	312
2017 Q2	$194K	Hold	20,000	–	–	0.05%	285
2017 Q1	$199K	Hold	20,000	–	–	0.06%	248
2016 Q4	$216K	Hold	20,000	–	–	0.07%	212
2016 Q3	$213K	Sell	20,000 -1,145	-5%	-$11.9K	0.07%	208
2016 Q2	$216K	Buy	21,145 +11,145	+111%	+$112K	0.07%	212
2016 Q1	$99K	Hold	10,000	–	–	0.03%	229
2015 Q4	$98K	Hold	10,000	–	–	0.03%	204
2015 Q3	$93K	Buy	+10,000	New	+$93.6K	0.03%	206

Other funds holding MORE

AIP

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

Buckingham Strategic Wealth's MORE Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 20,000 shares — an estimated $194K sold.

Buckingham Strategic Wealth first reported a position in MORE in Q3 2015 and held it in 8 quarters. The position peaked at $216K in Q4 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Buckingham Strategic Wealth reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Buckingham Strategic Wealth sold 20,000 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $194K.
Buckingham Strategic Wealth first reported a position in Monogram Residential Trust, Inc. in Q3 2015 and held it in 8 quarters.
Buckingham Strategic Wealth's Monogram Residential Trust, Inc. position peaked at $216K in Q4 2016.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.