DADC
MORE

D.A. Davidson & Co’s Monogram Residential Trust, Inc. MORE Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-9,838
Closed -$100K – 2537
2016
Q2 		$100K Buy
+9,838
New +$98.7K ﹤0.01% 1124

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

D.A. Davidson & Co's MORE Position: Q3 2016 in Review

D.A. Davidson & Co sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2016, closing a stake of 9,838 shares — an estimated $100K sold.

D.A. Davidson & Co first reported a position in MORE in Q2 2016 and held it in 1 quarter. The position peaked at $100K in Q2 2016. 160 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

  • D.A. Davidson & Co reported no remaining Monogram Residential Trust, Inc. position as of Q3 2016 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,838 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $100K.
  • D.A. Davidson & Co first reported a position in Monogram Residential Trust, Inc. in Q2 2016 and held it in 1 quarter.
  • D.A. Davidson & Co's Monogram Residential Trust, Inc. position peaked at $100K in Q2 2016.
  • 160 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on D.A. Davidson & Co's 13F filing for Q3 2016, filed 14 Nov 2016.