First Allied Advisory Services’s Monogram Residential Trust, Inc. MORE Stock Holding History

First Allied Advisory 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	-20,426	Closed	-$200K	–	1229
2017 Q2	$200K	Buy	+20,426	New	+$203K	0.01%	1038
2016 Q4	–	Sell	-12,025	Closed	-$128K	–	1181
2016 Q3	$128K	Sell	12,025 -14,585	-55%	-$152K	0.01%	986
2016 Q2	$270K	Buy	26,610 +1,099	+4%	+$11K	0.02%	787
2016 Q1	$252K	Sell	25,511 -8,201	-24%	-$74.9K	0.01%	809
2015 Q4	$328K	Sell	33,712 -1,547	-4%	-$15.2K	0.02%	742
2015 Q3	$330K	Sell	35,259 -14,686	-29%	-$138K	0.02%	699
2015 Q2	$451K	Sell	49,945 -48,755	-49%	-$463K	0.02%	643
2015 Q1	$919K	Sell	98,700 -109,410	-53%	-$1.01M	0.06%	368
2014 Q4	$1.93M	Buy	+208,110	New	+$1.92M	0.14%	182

Other funds holding MORE

AIP

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

First Allied Advisory Services's MORE Position: Q3 2017 in Review

First Allied Advisory Services sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 20,426 shares — an estimated $200K sold.

First Allied Advisory Services first reported a position in MORE in Q4 2014 and held it in 9 quarters. The position peaked at $1.93M in Q4 2014. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

First Allied Advisory Services reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
First Allied Advisory Services sold 20,426 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $200K.
First Allied Advisory Services first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 9 quarters.
First Allied Advisory Services's Monogram Residential Trust, Inc. position peaked at $1.93M in Q4 2014.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on First Allied Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.