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

IFP 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
2017 Q3	–	Sell	-86,095	Closed	-$836K	–	4355
2017 Q2	$836K	Buy	86,095 +1,527	+2%	+$15.2K	0.04%	481
2017 Q1	$843K	Sell	84,568 -24,406	-22%	-$249K	0.04%	481
2016 Q4	$1.18M	Sell	108,974 -14,570	-12%	-$153K	0.06%	350
2016 Q3	$1.31M	Sell	123,544 -29,471	-19%	-$307K	0.07%	298
2016 Q2	$1.56M	Buy	+153,015	New	+$1.53M	0.09%	258
2016 Q1	–	Sell	-323,592	Closed	-$3.16M	–	4032
2015 Q4	$3.16M	Buy	+323,592	New	+$3.19M	0.21%	104

Other funds holding MORE

AIP

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

IFP Advisors's MORE Position: Q3 2017 in Review

IFP Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 86,095 shares — an estimated $836K sold.

IFP Advisors first reported a position in MORE in Q4 2015 and held it in 6 quarters. The position peaked at $3.16M in Q4 2015. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

IFP Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
IFP Advisors sold 86,095 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $836K.
IFP Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2015 and held it in 6 quarters.
IFP Advisors's Monogram Residential Trust, Inc. position peaked at $3.16M in Q4 2015.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.