LWA
MORE

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

Lenox Wealth 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
2015
Q1 		– Sell
-2,555
Closed -$24K – 333
2014
Q4 		$24K Buy
+2,555
New +$23.6K 0.01% 118

Other funds holding MORE

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lenox Wealth Advisors's MORE Position: Q1 2015 in Review

Lenox Wealth Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2015, closing a stake of 2,555 shares — an estimated $24K sold.

Lenox Wealth Advisors first reported a position in MORE in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 103 funds tracked by Wall St. Rank hold MORE as of Q1 2015.

  • Lenox Wealth Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q1 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,555 Monogram Residential Trust, Inc. shares in Q1 2015, an estimated $24K.
  • Lenox Wealth Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 1 quarter.
  • Lenox Wealth Advisors's Monogram Residential Trust, Inc. position peaked at $24K in Q4 2014.
  • 103 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2015.

Based on Lenox Wealth Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.