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

Institute for 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	-11,110	Closed	-$108K	–	423
2017 Q2	$108K	Buy	+11,110	New	+$110K	0.03%	399

Other funds holding MORE

AIP

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

Institute for Wealth Management's MORE Position: Q3 2017 in Review

Institute for Wealth Management sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 11,110 shares — an estimated $108K sold.

Institute for Wealth Management first reported a position in MORE in Q2 2017 and held it in 1 quarter. The position peaked at $108K in Q2 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Institute for Wealth Management reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Institute for Wealth Management sold 11,110 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $108K.
Institute for Wealth Management first reported a position in Monogram Residential Trust, Inc. in Q2 2017 and held it in 1 quarter.
Institute for Wealth Management's Monogram Residential Trust, Inc. position peaked at $108K in Q2 2017.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

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