Focused Wealth Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Focused Wealth 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 Q3	–	Sell	-7,045	Closed	-$68K	–	763
2017 Q2	$68K	Buy	7,045 +15	+0.2%	+$149	0.03%	253
2017 Q1	$70K	Buy	7,030 +13	+0.2%	+$133	0.03%	248
2016 Q4	$76K	Buy	7,017 +15	+0.2%	+$158	0.03%	235
2016 Q3	$75K	Buy	7,002 +14	+0.2%	+$146	0.03%	230
2016 Q2	$71K	Buy	6,988 +15	+0.2%	+$150	0.03%	228
2016 Q1	$69K	Buy	6,973 +14	+0.2%	+$128	0.04%	171
2015 Q4	$68K	Buy	6,959 +16	+0.2%	+$158	0.04%	182
2015 Q3	$65K	Buy	6,943 +15	+0.2%	+$140	0.04%	179
2015 Q2	$62K	Buy	6,928 +5,040	+267%	+$47.9K	0.04%	182
2015 Q1	$18K	Buy	1,888 +15	+0.8%	+$139	0.01%	339
2014 Q4	$17K	Buy	+1,873	New	+$17.3K	0.01%	338

Other funds holding MORE

AIP

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

Focused Wealth Management's MORE Position: Q3 2017 in Review

Focused Wealth Management sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 7,045 shares — an estimated $68K sold.

Focused Wealth Management first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $76K in Q4 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Focused Wealth Management reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Focused Wealth Management sold 7,045 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $68K.
Focused Wealth Management first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
Focused Wealth Management's Monogram Residential Trust, Inc. position peaked at $76K in Q4 2016.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Focused Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.