UBS AM’s Monogram Residential Trust, Inc. MORE Stock Holding History

UBS AM’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	-329,037	Closed	-$3.19M	–	2573
2017 Q2	$3.19M	Sell	329,037 -2,742	-0.8%	-$27.2K	﹤0.01%	1186
2017 Q1	$3.31M	Buy	331,779 +68,429	+26%	+$699K	﹤0.01%	1146
2016 Q4	$2.85M	Buy	263,350 +42	+0%	+$442	﹤0.01%	1150
2016 Q3	$2.8M	Buy	263,308 +3,042	+1%	+$31.6K	﹤0.01%	1250
2016 Q2	$2.66M	Buy	260,266 +18,273	+8%	+$183K	﹤0.01%	1251
2016 Q1	$2.39M	Buy	241,993 +158,371	+189%	+$1.45M	﹤0.01%	1301
2015 Q4	$817K	Buy	83,622 +61,870	+284%	+$610K	﹤0.01%	1823
2015 Q3	$203K	Buy	+21,752	New	+$204K	﹤0.01%	2492

Other funds holding MORE

AIP

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

UBS AM's MORE Position: Q3 2017 in Review

UBS AM sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 329,037 shares — an estimated $3.19M sold.

UBS AM first reported a position in MORE in Q3 2015 and held it in 8 quarters. The position peaked at $3.31M in Q1 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

UBS AM reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
UBS AM sold 329,037 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $3.19M.
UBS AM first reported a position in Monogram Residential Trust, Inc. in Q3 2015 and held it in 8 quarters.
UBS AM's Monogram Residential Trust, Inc. position peaked at $3.31M in Q1 2017.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on UBS AM's 13F filing for Q3 2017, filed 13 Nov 2017.