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MORE

NewSquare Capital’s Monogram Residential Trust, Inc. MORE Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-513
Closed -$5K – 365
2015
Q1 		$5K Buy
+513
New +$4.75K ﹤0.01% 242

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

NewSquare Capital's MORE Position: Q2 2015 in Review

NewSquare Capital sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2015, closing a stake of 513 shares — an estimated $5K sold.

NewSquare Capital first reported a position in MORE in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 126 funds tracked by Wall St. Rank hold MORE as of Q2 2015.

  • NewSquare Capital reported no remaining Monogram Residential Trust, Inc. position as of Q2 2015 after selling out during the quarter.
  • NewSquare Capital sold 513 Monogram Residential Trust, Inc. shares in Q2 2015, an estimated $5K.
  • NewSquare Capital first reported a position in Monogram Residential Trust, Inc. in Q1 2015 and held it in 1 quarter.
  • NewSquare Capital's Monogram Residential Trust, Inc. position peaked at $5K in Q1 2015.
  • 126 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2015.

Based on NewSquare Capital's 13F filing for Q2 2015, filed 21 Jul 2015.