RFA
MORE

Reilly Financial Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

Reilly Financial 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
Q2 		– Sell
-2,904
Closed -$29K – 1053
2016
Q1 		$29K Hold
2,904
– – 0.01% 498
2015
Q4 		$28K Hold
2,904
– – ﹤0.01% 506
2015
Q3 		$27K Hold
2,904
– – ﹤0.01% 527
2015
Q2 		$26K Hold
2,904
– – ﹤0.01% 602
2015
Q1 		$27K Hold
2,904
– – ﹤0.01% 582
2014
Q4 		$27K Buy
+2,904
New +$26.8K 0.01% 346

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

Reilly Financial Advisors's MORE Position: Q2 2016 in Review

Reilly Financial Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2016, closing a stake of 2,904 shares — an estimated $29K sold.

Reilly Financial Advisors first reported a position in MORE in Q4 2014 and held it in 6 quarters. The position peaked at $29K in Q1 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2016.

  • Reilly Financial Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q2 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,904 Monogram Residential Trust, Inc. shares in Q2 2016, an estimated $29K.
  • Reilly Financial Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 6 quarters.
  • Reilly Financial Advisors's Monogram Residential Trust, Inc. position peaked at $29K in Q1 2016.
  • 166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.