Stifel Financial
MORE

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

Stifel Financial’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
Q1 		– Sell
-13,875
Closed -$136K – 2456
2015
Q4 		$136K Buy
13,875
+1,100
+9% +$10.8K ﹤0.01% 2194
2015
Q3 		$119K Sell
12,775
-1,000
-7% -$9.36K ﹤0.01% 2117
2015
Q2 		$124K Hold
13,775
– – ﹤0.01% 2244
2015
Q1 		$128K Buy
13,775
+3,000
+28% +$27.8K ﹤0.01% 2178
2014
Q4 		$100K Buy
+10,775
New +$99.4K ﹤0.01% 2186

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Stifel Financial's MORE Position: Q1 2016 in Review

Stifel Financial sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2016, closing a stake of 13,875 shares — an estimated $136K sold.

Stifel Financial first reported a position in MORE in Q4 2014 and held it in 5 quarters. The position peaked at $136K in Q4 2015. 170 funds tracked by Wall St. Rank hold MORE as of Q1 2016.

  • Stifel Financial reported no remaining Monogram Residential Trust, Inc. position as of Q1 2016 after selling out during the quarter.
  • Stifel Financial sold 13,875 Monogram Residential Trust, Inc. shares in Q1 2016, an estimated $136K.
  • Stifel Financial first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 5 quarters.
  • Stifel Financial's Monogram Residential Trust, Inc. position peaked at $136K in Q4 2015.
  • 170 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2016.

Based on Stifel Financial's 13F filing for Q1 2016, filed 16 May 2016.