KM
MORE

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

Kalos 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
Q2 		– Sell
-16,593
Closed -$165K – 136
2017
Q1 		$165K Hold
16,593
– – 0.12% 128
2016
Q4 		$180K Sell
16,593
-400
-2% -$4.21K 0.15% 123
2016
Q3 		$181K Buy
16,993
+78
+0.5% +$811 0.15% 129
2016
Q2 		$173K Sell
16,915
-3,849
-19% -$38.6K 0.13% 141
2016
Q1 		$205K Buy
+20,764
New +$190K 0.17% 130
2015
Q4 		– Hold
0
– – – 133

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kalos Management's MORE Position: Q2 2017 in Review

Kalos Management sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2017, closing a stake of 16,593 shares — an estimated $165K sold.

Kalos Management first reported a position in MORE in Q1 2016 and held it in 5 quarters. The position peaked at $205K in Q1 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2017.

  • Kalos Management reported no remaining Monogram Residential Trust, Inc. position as of Q2 2017 after selling out during the quarter.
  • Kalos Management sold 16,593 Monogram Residential Trust, Inc. shares in Q2 2017, an estimated $165K.
  • Kalos Management first reported a position in Monogram Residential Trust, Inc. in Q1 2016 and held it in 5 quarters.
  • Kalos Management's Monogram Residential Trust, Inc. position peaked at $205K in Q1 2016.
  • 166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2017.

Based on Kalos Management's 13F filing for Q2 2017, filed 15 Aug 2017.