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

Principal 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 Q3	–	Sell	-20,789	Closed	-$202K	–	2279
2017 Q2	$202K	Buy	20,789 +493	+2%	+$4.9K	﹤0.01%	2133
2017 Q1	$202K	Sell	20,296 -2,896	-12%	-$29.6K	﹤0.01%	2092
2016 Q4	$251K	Buy	23,192 +283	+1%	+$2.98K	﹤0.01%	2052
2016 Q3	$244K	Sell	22,909 -9,213	-29%	-$95.8K	﹤0.01%	1996
2016 Q2	$328K	Sell	32,122 -4,259	-12%	-$42.7K	﹤0.01%	1924
2016 Q1	$359K	Buy	36,381 +932	+3%	+$8.51K	﹤0.01%	1893
2015 Q4	$346K	Buy	35,449 +13,032	+58%	+$128K	﹤0.01%	1921
2015 Q3	$209K	Sell	22,417 -3,155	-12%	-$29.5K	﹤0.01%	2026
2015 Q2	$231K	Buy	+25,572	New	+$243K	﹤0.01%	2013

Other funds holding MORE

AIP

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

Principal Financial Group's MORE Position: Q3 2017 in Review

Principal Financial Group sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 20,789 shares — an estimated $202K sold.

Principal Financial Group first reported a position in MORE in Q2 2015 and held it in 9 quarters. The position peaked at $359K in Q1 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

Principal Financial Group reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
Principal Financial Group sold 20,789 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $202K.
Principal Financial Group first reported a position in Monogram Residential Trust, Inc. in Q2 2015 and held it in 9 quarters.
Principal Financial Group's Monogram Residential Trust, Inc. position peaked at $359K in Q1 2016.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.