SW
MORE

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

SVB Wealth’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
2015
Q1 		– Sell
-13,931
Closed -$129K – 575
2014
Q4 		$129K Buy
+13,931
New +$129K ﹤0.01% 527

Other funds holding MORE

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SVB Wealth's MORE Position: Q1 2015 in Review

SVB Wealth sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2015, closing a stake of 13,931 shares — an estimated $129K sold.

SVB Wealth first reported a position in MORE in Q4 2014 and held it in 1 quarter. The position peaked at $129K in Q4 2014. 103 funds tracked by Wall St. Rank hold MORE as of Q1 2015.

  • SVB Wealth reported no remaining Monogram Residential Trust, Inc. position as of Q1 2015 after selling out during the quarter.
  • SVB Wealth sold 13,931 Monogram Residential Trust, Inc. shares in Q1 2015, an estimated $129K.
  • SVB Wealth first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 1 quarter.
  • SVB Wealth's Monogram Residential Trust, Inc. position peaked at $129K in Q4 2014.
  • 103 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2015.

Based on SVB Wealth's 13F filing for Q1 2015, filed 12 May 2015.