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Ladenburg Thalmann Financial Services’s Monogram Residential Trust, Inc. MORE Stock Holding History

Ladenburg Thalmann Financial Services’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
-448,718
Closed -$4.36M – 5147
2017
Q2 		$4.36M Buy
448,718
+129,606
+41% +$1.29M 0.05% 325
2017
Q1 		$3.18M Sell
319,112
-7,286
-2% -$74.4K 0.04% 400
2016
Q4 		$3.53M Sell
326,398
-15,119
-4% -$159K 0.05% 341
2016
Q3 		$3.63M Sell
341,517
-42,972
-11% -$447K 0.05% 312
2016
Q2 		$3.93M Sell
384,489
-7,415
-2% -$74.4K 0.06% 273
2016
Q1 		$3.86M Sell
391,904
-39,197
-9% -$358K 0.07% 265
2015
Q4 		$4.21M Sell
431,101
-49,346
-10% -$486K 0.08% 233
2015
Q3 		$4.47M Sell
480,447
-40,932
-8% -$383K 0.09% 204
2015
Q2 		$4.7M Sell
521,379
-51,601
-9% -$490K 0.09% 216
2015
Q1 		$5.34M Buy
572,980
+240,820
+73% +$2.23M 0.1% 197
2014
Q4 		$3.08M Buy
+332,160
New +$3.07M 0.07% 263

Other funds holding MORE

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

Ladenburg Thalmann Financial Services's MORE Position: Q3 2017 in Review

Ladenburg Thalmann Financial Services sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 448,718 shares — an estimated $4.36M sold.

Ladenburg Thalmann Financial Services first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $5.34M in Q1 2015. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • Ladenburg Thalmann Financial Services reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 448,718 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $4.36M.
  • Ladenburg Thalmann Financial Services first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
  • Ladenburg Thalmann Financial Services's Monogram Residential Trust, Inc. position peaked at $5.34M in Q1 2015.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2017, filed 15 Nov 2017.