NFG
MORE

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

Next Financial Group’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
Q1 		– Sell
-11,576
Closed -$125K – 2489
2016
Q4 		$125K Hold
11,576
– – 0.02% 616
2016
Q3 		$123K Buy
+11,576
New +$120K 0.02% 595
2015
Q2 		– Sell
-31,410
Closed -$292K – 2035
2015
Q1 		$292K Buy
31,410
+8,469
+37% +$78.4K 0.09% 234
2014
Q4 		$212K Buy
+22,941
New +$212K 0.07% 295

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Next Financial Group's MORE Position: Q1 2017 in Review

Next Financial Group sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2017, closing a stake of 11,576 shares — an estimated $125K sold.

Next Financial Group first reported a position in MORE in Q4 2014 and held it in 4 quarters. The position peaked at $292K in Q1 2015. 175 funds tracked by Wall St. Rank hold MORE as of Q1 2017.

  • Next Financial Group reported no remaining Monogram Residential Trust, Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 11,576 Monogram Residential Trust, Inc. shares in Q1 2017, an estimated $125K.
  • Next Financial Group first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 4 quarters.
  • Next Financial Group's Monogram Residential Trust, Inc. position peaked at $292K in Q1 2015.
  • 175 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.