SI
MORE

SII Investments’s Monogram Residential Trust, Inc. MORE Stock Holding History

SII Investments’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
-16,229
Closed -$157K – 651
2017
Q2 		$157K Sell
16,229
-3,820
-19% -$38K 0.01% 559
2017
Q1 		$201K Sell
20,049
-2,630
-12% -$26.9K 0.01% 563
2016
Q4 		$247K Sell
22,679
-1,055
-4% -$11.1K 0.02% 496
2016
Q3 		$252K Sell
23,734
-1,500
-6% -$15.6K 0.02% 486
2016
Q2 		$256K Buy
25,234
+1,065
+4% +$10.7K 0.02% 478
2016
Q1 		$240K Buy
+24,169
New +$221K 0.02% 491
2015
Q4 		– Sell
-19,850
Closed -$185K – 564
2015
Q3 		$185K Sell
19,850
-9,055
-31% -$84.8K 0.02% 501
2015
Q2 		$262K Sell
28,905
-29,447
-50% -$280K 0.03% 424
2015
Q1 		$544K Buy
58,352
+3,786
+7% +$35K 0.07% 271
2014
Q4 		$508K Buy
+54,566
New +$504K 0.07% 256

Other funds holding MORE

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

SII Investments's MORE Position: Q3 2017 in Review

SII Investments sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 16,229 shares — an estimated $157K sold.

SII Investments first reported a position in MORE in Q4 2014 and held it in 10 quarters. The position peaked at $544K in Q1 2015. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • SII Investments reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • SII Investments sold 16,229 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $157K.
  • SII Investments first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 10 quarters.
  • SII Investments's Monogram Residential Trust, Inc. position peaked at $544K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on SII Investments's 13F filing for Q3 2017, filed 13 Nov 2017.