First Heartland Consultants’s Monogram Residential Trust, Inc. MORE Stock Holding History

First Heartland Consultants’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	-184,578	Closed	-$1.79M	–	356
2017 Q2	$1.79M	Sell	184,578 -20,214	-10%	-$201K	0.46%	52
2017 Q1	$2.04M	Buy	204,792 +204,563	+89,329%	+$2.09M	0.57%	40
2016 Q4	$2.47M	Sell	229 -238,205	-100%	-$2.51M	0.75%	28
2016 Q3	$2.54M	Sell	238,434 -18,667	-7%	-$194K	0.74%	29
2016 Q2	$2.63K	Sell	257,101 -2,696	-1%	-$27K	0.29%	29
2016 Q1	$2.56M	Sell	259,797 -8,606	-3%	-$78.6K	0.97%	16
2015 Q4	$2.62M	Sell	268,403 -10,026	-4%	-$98.8K	0.99%	18
2015 Q3	$2.59M	Sell	278,429 -11,470	-4%	-$107K	1.08%	15
2015 Q2	$2.62K	Sell	289,899 -10,974	-4%	-$104K	0.71%	21
2015 Q1	$2.8M	Buy	300,873 +300,632	+124,744%	+$2.78M	1.07%	16
2014 Q4	$2.23M	Buy	+241	New	+$2.22K	0.92%	22

Other funds holding MORE

AIP

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

First Heartland Consultants's MORE Position: Q3 2017 in Review

First Heartland Consultants sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 184,578 shares — an estimated $1.79M sold.

First Heartland Consultants first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $2.8M in Q1 2015. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

First Heartland Consultants reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
First Heartland Consultants sold 184,578 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $1.79M.
First Heartland Consultants first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
First Heartland Consultants's Monogram Residential Trust, Inc. position peaked at $2.8M in Q1 2015.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on First Heartland Consultants's 13F filing for Q3 2017, filed 15 Nov 2017.