LPL Financial’s Monogram Residential Trust, Inc. MORE Stock Holding History

LPL Financial’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	-113,575	Closed	-$1.1M	–	2979
2017 Q2	$1.1M	Sell	113,575 -8,573	-7%	-$85.2K	﹤0.01%	1309
2017 Q1	$1.22M	Sell	122,148 -9,272	-7%	-$94.7K	0.01%	1125
2016 Q4	$1.41M	Sell	131,420 -14,848	-10%	-$156K	0.01%	1005
2016 Q3	$1.54M	Buy	146,268 +19,610	+15%	+$204K	0.01%	910
2016 Q2	$1.31M	Sell	126,658 -154,646	-55%	-$1.55M	0.01%	999
2016 Q1	$2.77M	Sell	281,304 -53,632	-16%	-$490K	0.01%	1001
2015 Q4	$3.27M	Buy	334,936 +80,163	+31%	+$790K	0.01%	908
2015 Q3	$2.43M	Buy	254,773 +21,820	+9%	+$204K	0.01%	754
2015 Q2	$2.21M	Buy	232,953 +19,169	+9%	+$182K	0.01%	852
2015 Q1	$2M	Sell	213,784 -77,577	-27%	-$718K	0.01%	913
2014 Q4	$2.77M	Buy	+291,361	New	+$2.69M	0.02%	732

Other funds holding MORE

AIP

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

LPL Financial's MORE Position: Q3 2017 in Review

LPL Financial sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 113,575 shares — an estimated $1.1M sold.

LPL Financial first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $3.27M in Q4 2015. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

LPL Financial reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
LPL Financial sold 113,575 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $1.1M.
LPL Financial first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
LPL Financial's Monogram Residential Trust, Inc. position peaked at $3.27M in Q4 2015.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on LPL Financial's 13F filing for Q3 2017, filed 14 Nov 2017.