Stratos Wealth Partners’s Monogram Residential Trust, Inc. MORE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-20,873
Closed -$203K 975
2017
Q2
$203K Sell
20,873
-4,000
-16% -$39.7K 0.01% 762
2017
Q1
$248K Hold
24,873
0.01% 646
2016
Q4
$269K Sell
24,873
-4,525
-15% -$47.6K 0.02% 547
2016
Q3
$313K Sell
29,398
-2,852
-9% -$29.7K 0.02% 468
2016
Q2
$329K Buy
32,250
+42
+0.1% +$421 0.02% 428
2016
Q1
$318K Buy
32,208
+6,070
+23% +$55.4K 0.03% 398
2015
Q4
$255K Buy
26,138
+849
+3% +$8.37K 0.02% 467
2015
Q3
$235K Buy
+25,289
New +$237K 0.03% 445

Other funds holding MORE

Stratos Wealth Partners's MORE Position: Q3 2017 in Review

Stratos Wealth Partners sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 20,873 shares — an estimated $203K sold.

Stratos Wealth Partners first reported a position in MORE in Q3 2015 and held it in 8 quarters. The position peaked at $329K in Q2 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • Stratos Wealth Partners reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 20,873 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $203K.
  • Stratos Wealth Partners first reported a position in Monogram Residential Trust, Inc. in Q3 2015 and held it in 8 quarters.
  • Stratos Wealth Partners's Monogram Residential Trust, Inc. position peaked at $329K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Stratos Wealth Partners's 13F filing for Q3 2017, filed 7 Nov 2017.