RW
MORE

Rand Wealth’s Monogram Residential Trust, Inc. MORE Stock Holding History

Rand Wealth’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
Q2 		– Sell
-15,810
Closed -$156K – 218
2016
Q1 		$156K Buy
+15,810
New +$144K 0.02% 214

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 18.13% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Rand Wealth's MORE Position: Q2 2016 in Review

Rand Wealth sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2016, closing a stake of 15,810 shares — an estimated $156K sold.

Rand Wealth first reported a position in MORE in Q1 2016 and held it in 1 quarter. The position peaked at $156K in Q1 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2016.

  • Rand Wealth reported no remaining Monogram Residential Trust, Inc. position as of Q2 2016 after selling out during the quarter.
  • Rand Wealth sold 15,810 Monogram Residential Trust, Inc. shares in Q2 2016, an estimated $156K.
  • Rand Wealth first reported a position in Monogram Residential Trust, Inc. in Q1 2016 and held it in 1 quarter.
  • Rand Wealth's Monogram Residential Trust, Inc. position peaked at $156K in Q1 2016.
  • 166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2016.

Based on Rand Wealth's 13F filing for Q2 2016, filed 5 Aug 2016.