First Foundation Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

First Foundation Advisors’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	-11,540	Closed	-$118K	–	327
2016 Q2	$118K	Sell	11,540 -1,249	-10%	-$12.5K	0.01%	281
2016 Q1	$126K	Hold	12,789	–	–	0.01%	280
2015 Q4	$125K	Hold	12,789	–	–	0.01%	280
2015 Q3	$119K	Sell	12,789 -9,372	-42%	-$87.8K	0.01%	223
2015 Q2	$200K	Buy	22,161 +11,540	+109%	+$110K	0.02%	213
2015 Q1	$99K	Hold	10,621	–	–	0.01%	228
2014 Q4	$98K	Buy	+10,621	New	+$98K	0.01%	234

Other funds holding MORE

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

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 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 Chicago, Illinois $757B AUM 28.64% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Foundation Advisors's MORE Position: Q3 2016 in Review

First Foundation Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2016, closing a stake of 11,540 shares — an estimated $118K sold.

First Foundation Advisors first reported a position in MORE in Q4 2014 and held it in 7 quarters. The position peaked at $200K in Q2 2015. 160 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

First Foundation Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q3 2016 after selling out during the quarter.
First Foundation Advisors sold 11,540 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $118K.
First Foundation Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 7 quarters.
First Foundation Advisors's Monogram Residential Trust, Inc. position peaked at $200K in Q2 2015.
160 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on First Foundation Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.