Carroll Financial Associates’s Monogram Residential Trust, Inc. MORE Stock Holding History

Carroll Financial Associates’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
2016 Q4	–	Sell	-592	Closed	-$6K	–	1261
2016 Q3	$6K	Sell	592 -2,760	-82%	-$28.7K	﹤0.01%	928
2016 Q2	$34K	Hold	3,352	–	–	0.01%	514
2016 Q1	$33K	Hold	3,352	–	–	0.01%	506
2015 Q4	$32K	Hold	3,352	–	–	0.01%	480
2015 Q3	$33K	Hold	3,352	–	–	0.01%	475
2015 Q2	$30K	Hold	3,352	–	–	0.01%	475
2015 Q1	$31K	Hold	3,352	–	–	0.01%	351
2014 Q4	$30K	Buy	+3,352	New	+$30.9K	0.02%	318

Other funds holding MORE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Carroll Financial Associates's MORE Position: Q4 2016 in Review

Carroll Financial Associates sold out of Monogram Residential Trust, Inc. (MORE) in Q4 2016, closing a stake of 592 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in MORE in Q4 2014 and held it in 8 quarters. The position peaked at $34K in Q2 2016. 164 funds tracked by Wall St. Rank hold MORE as of Q4 2016.

Carroll Financial Associates reported no remaining Monogram Residential Trust, Inc. position as of Q4 2016 after selling out during the quarter.
Carroll Financial Associates sold 592 Monogram Residential Trust, Inc. shares in Q4 2016, an estimated $6K.
Carroll Financial Associates first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 8 quarters.
Carroll Financial Associates's Monogram Residential Trust, Inc. position peaked at $34K in Q2 2016.
164 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q4 2016.

Based on Carroll Financial Associates's 13F filing for Q4 2016, filed 11 Jan 2017.