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Richard Bernstein Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

Richard Bernstein 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
Q3 		– Sell
-279,057
Closed -$2.85M – 257
2016
Q2 		$2.85M Hold
279,057
– – 0.27% 109
2016
Q1 		$2.75M Buy
+279,057
New +$2.55M 0.27% 114

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
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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Richard Bernstein Advisors's MORE Position: Q3 2016 in Review

Richard Bernstein Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2016, closing a stake of 279,057 shares — an estimated $2.85M sold.

Richard Bernstein Advisors first reported a position in MORE in Q1 2016 and held it in 2 quarters. The position peaked at $2.85M in Q2 2016. 160 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

  • Richard Bernstein Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q3 2016 after selling out during the quarter.
  • Richard Bernstein Advisors sold 279,057 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $2.85M.
  • Richard Bernstein Advisors first reported a position in Monogram Residential Trust, Inc. in Q1 2016 and held it in 2 quarters.
  • Richard Bernstein Advisors's Monogram Residential Trust, Inc. position peaked at $2.85M in Q2 2016.
  • 160 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on Richard Bernstein Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.