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Mariner Wealth Advisors (NYC)’s Monogram Residential Trust, Inc. MORE Stock Holding History

Mariner Wealth Advisors (NYC)’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 		$93K Buy
+10,000
New +$92.5K 0.04% 111

Other funds holding MORE

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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 $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s MORE Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Monogram Residential Trust, Inc. (MORE) in Q1 2015: 10,000 shares worth $93K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings.

103 funds tracked by Wall St. Rank hold MORE as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 10,000 shares of Monogram Residential Trust, Inc. worth $93K as of Q1 2015.
  • Monogram Residential Trust, Inc. was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Monogram Residential Trust, Inc. made up 0.04% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #111 holding.
  • 103 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.