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Patriot Financial Group Insurance Agency’s Monogram Residential Trust, Inc. MORE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-12,540
Closed -$124K – 956
2017
Q1 		$124K Hold
12,540
– – 0.13% 131
2016
Q4 		$129K Buy
+12,540
New +$132K 0.18% 116

Other funds holding MORE

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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MORE Position: Q2 2017 in Review

Patriot Financial Group Insurance Agency sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2017, closing a stake of 12,540 shares — an estimated $124K sold.

Patriot Financial Group Insurance Agency first reported a position in MORE in Q4 2016 and held it in 2 quarters. The position peaked at $129K in Q4 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Monogram Residential Trust, Inc. position as of Q2 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,540 Monogram Residential Trust, Inc. shares in Q2 2017, an estimated $124K.
  • Patriot Financial Group Insurance Agency first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Monogram Residential Trust, Inc. position peaked at $129K in Q4 2016.
  • 166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2017, filed 8 Aug 2017.