Envestnet Asset Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Envestnet Asset Management’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 Q2	–	Sell	-4,296	Closed	-$42K	–	3199
2017 Q1	$42K	Buy	4,296 +3,350	+354%	+$34.2K	﹤0.01%	2476
2016 Q4	$10K	Sell	946 -95,683	-99%	-$1.01M	﹤0.01%	2784
2016 Q3	$1.03M	Sell	96,629 -79,053	-45%	-$822K	﹤0.01%	1238
2016 Q2	$1.79M	Sell	175,682 -11,989	-6%	-$120K	0.01%	1075
2016 Q1	$1.85M	Buy	187,671 +151,512	+419%	+$1.38M	0.01%	1030
2015 Q4	$353K	Sell	36,159 -26,483	-42%	-$261K	﹤0.01%	1762
2015 Q3	$583K	Buy	62,642 +18,522	+42%	+$173K	﹤0.01%	1524
2015 Q2	$398K	Buy	+44,120	New	+$419K	﹤0.01%	1829

Other funds holding MORE

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

MIRH

Madison International Realty Holdings New York $54.9M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management's MORE Position: Q2 2017 in Review

Envestnet Asset Management sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2017, closing a stake of 4,296 shares — an estimated $42K sold.

Envestnet Asset Management first reported a position in MORE in Q2 2015 and held it in 8 quarters. The position peaked at $1.85M in Q1 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2017.

Envestnet Asset Management reported no remaining Monogram Residential Trust, Inc. position as of Q2 2017 after selling out during the quarter.
Envestnet Asset Management sold 4,296 Monogram Residential Trust, Inc. shares in Q2 2017, an estimated $42K.
Envestnet Asset Management first reported a position in Monogram Residential Trust, Inc. in Q2 2015 and held it in 8 quarters.
Envestnet Asset Management's Monogram Residential Trust, Inc. position peaked at $1.85M in Q1 2016.
166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2017.

Based on Envestnet Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.