Commonwealth Equity Services’s Monogram Residential Trust, Inc. MORE Stock Holding History

Commonwealth Equity Services’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	-144,840	Closed	-$1.41M	–	2646
2017 Q2	$1.41M	Sell	144,840 -20,347	-12%	-$202K	0.01%	971
2017 Q1	$1.65M	Sell	165,187 -63,862	-28%	-$652K	0.01%	845
2016 Q4	$2.48M	Buy	229,049 +5,329	+2%	+$56.1K	0.02%	620
2016 Q3	$2.38M	Sell	223,720 -44,892	-17%	-$467K	0.02%	612
2016 Q2	$2.74M	Sell	268,612 -172,716	-39%	-$1.73M	0.02%	527
2016 Q1	$4.35M	Buy	441,328 +67,092	+18%	+$612K	0.04%	386
2015 Q4	$3.65M	Buy	374,236 +21,633	+6%	+$213K	0.03%	428
2015 Q3	$3.28M	Buy	352,603 +8,285	+2%	+$77.6K	0.03%	433
2015 Q2	$3.11M	Sell	344,318 -78,269	-19%	-$744K	0.03%	473
2015 Q1	$3.94M	Sell	422,587 -47,449	-10%	-$439K	0.04%	391
2014 Q4	$4.35M	Buy	+470,036	New	+$4.34M	0.05%	328

Other funds holding MORE

AIP

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

Commonwealth Equity Services's MORE Position: Q3 2017 in Review

Commonwealth Equity Services sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 144,840 shares — an estimated $1.41M sold.

Commonwealth Equity Services first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $4.35M in Q4 2014. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Commonwealth Equity Services reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Commonwealth Equity Services sold 144,840 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $1.41M.
Commonwealth Equity Services first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
Commonwealth Equity Services's Monogram Residential Trust, Inc. position peaked at $4.35M in Q4 2014.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Commonwealth Equity Services's 13F filing for Q3 2017, filed 7 Nov 2017.