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

Creative Planning’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	-4,339	Closed	-$42K	–	4529
2017 Q2	$42K	Sell	4,339 -2,702	-38%	-$26.8K	﹤0.01%	2653
2017 Q1	$70K	Hold	7,041	–	–	﹤0.01%	2220
2016 Q4	$76K	Hold	7,041	–	–	﹤0.01%	2058
2016 Q3	$75K	Sell	7,041 -5,675	-45%	-$59K	﹤0.01%	2059
2016 Q2	$130K	Buy	12,716 +4,680	+58%	+$46.9K	﹤0.01%	1502
2016 Q1	$79K	Sell	8,036 -6,794	-46%	-$62K	﹤0.01%	1781
2015 Q4	$145K	Sell	14,830 -55,555	-79%	-$547K	﹤0.01%	1417
2015 Q3	$655K	Hold	70,385	–	–	0.01%	635
2015 Q2	$635K	Hold	70,385	–	–	0.01%	599
2015 Q1	$656K	Sell	70,385 -18,921	-21%	-$175K	0.01%	618
2014 Q4	$827K	Buy	+89,306	New	+$824K	0.01%	513

Other funds holding MORE

AIP

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

Creative Planning's MORE Position: Q3 2017 in Review

Creative Planning sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 4,339 shares — an estimated $42K sold.

Creative Planning first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $827K in Q4 2014. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Creative Planning reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 4,339 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $42K.
Creative Planning first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
Creative Planning's Monogram Residential Trust, Inc. position peaked at $827K in Q4 2014.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.