Northwestern Mutual Wealth Management
MORE

Northwestern Mutual Wealth Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Northwestern Mutual Wealth Management’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
2016
Q3 		– Sell
-1,500
Closed -$15K – 1902
2016
Q2 		$15K Hold
1,500
– – ﹤0.01% 1261
2016
Q1 		$15K Sell
1,500
-500
-25% -$4.56K ﹤0.01% 1315
2015
Q4 		$20K Buy
+2,000
New +$19.7K ﹤0.01% 1009

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Northwestern Mutual Wealth Management's MORE Position: Q3 2016 in Review

Northwestern Mutual Wealth Management sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2016, closing a stake of 1,500 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in MORE in Q4 2015 and held it in 3 quarters. The position peaked at $20K in Q4 2015. 160 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

  • Northwestern Mutual Wealth Management reported no remaining Monogram Residential Trust, Inc. position as of Q3 2016 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,500 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $15K.
  • Northwestern Mutual Wealth Management first reported a position in Monogram Residential Trust, Inc. in Q4 2015 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Monogram Residential Trust, Inc. position peaked at $20K in Q4 2015.
  • 160 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.