RIA
MORE

Regal Investment Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

Regal Investment Advisors’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
Q4 		– Hold
0
– – – 240
2016
Q3 		– Hold
0
– – – 255
2016
Q2 		– Hold
0
– – – 240
2016
Q1 		– Sell
-11,110
Closed -$101K – 240
2015
Q4 		$108K Hold
11,110
– – 0.03% 260
2015
Q3 		$103K Sell
11,110
-1,025
-8% -$9.6K 0.03% 338
2015
Q2 		$109K Sell
12,135
-1,975
-14% -$18.8K 0.03% 327
2015
Q1 		$132K Buy
14,110
+3,000
+27% +$27.8K 0.03% 297
2014
Q4 		$103K Buy
+11,110
New +$103K 0.03% 301

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 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Regal Investment Advisors's MORE Position: Q4 2016 in Review

Regal Investment Advisors held its Monogram Residential Trust, Inc. (MORE) position steady in Q4 2016 at 0 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #240.

Regal Investment Advisors first reported a position in MORE in Q4 2014 and has held it in 5 quarters since. The position peaked at $132K in Q1 2015. 164 funds tracked by Wall St. Rank hold MORE as of Q4 2016.

  • Regal Investment Advisors held 0 shares of Monogram Residential Trust, Inc. worth $120K as of Q4 2016.
  • Regal Investment Advisors left its Monogram Residential Trust, Inc. share count unchanged in Q4 2016.
  • Monogram Residential Trust, Inc. made up 0.03% of Regal Investment Advisors's portfolio in Q4 2016, its #240 holding.
  • Regal Investment Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and has held it in 5 quarters since.
  • Regal Investment Advisors's Monogram Residential Trust, Inc. position peaked at $132K in Q1 2015.
  • 164 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q4 2016.

Based on Regal Investment Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.