NPC
MORE

National Planning Corporation’s Monogram Residential Trust, Inc. MORE Stock Holding History

National Planning Corporation’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
-37,671
Closed -$369K – 782
2017
Q2 		$369K Sell
37,671
-1,000
-3% -$9.94K 0.03% 492
2017
Q1 		$386K Sell
38,671
-3,000
-7% -$30.7K 0.03% 446
2016
Q4 		$423K Sell
41,671
-2,000
-5% -$21K 0.03% 412
2016
Q3 		$457K Sell
43,671
-7,122
-14% -$74.1K 0.04% 382
2016
Q2 		$530K Sell
50,793
-9,700
-16% -$97.3K 0.04% 357
2016
Q1 		$627K Sell
60,493
-14,590
-19% -$133K 0.05% 313
2015
Q4 		$628K Buy
75,083
+15,646
+26% +$154K 0.05% 345
2015
Q3 		$585K Buy
59,437
+2,316
+4% +$21.7K 0.05% 315
2015
Q2 		$547K Sell
57,121
-4,460
-7% -$42.4K 0.05% 335
2015
Q1 		$586K Sell
61,581
-6,996
-10% -$64.7K 0.05% 310
2014
Q4 		$647K Buy
+68,577
New +$633K 0.05% 335

Other funds holding MORE

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

National Planning Corporation's MORE Position: Q3 2017 in Review

National Planning Corporation sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 37,671 shares — an estimated $369K sold.

National Planning Corporation first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $647K in Q4 2014. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • National Planning Corporation reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 37,671 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $369K.
  • National Planning Corporation first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
  • National Planning Corporation's Monogram Residential Trust, Inc. position peaked at $647K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.