UCFA
MORE

United Capital Financial Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

United Capital Financial Advisors’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
-35,637
Closed -$346K – 1357
2017
Q2 		$346K Sell
35,637
-9,760
-21% -$97K ﹤0.01% 1030
2017
Q1 		$453K Sell
45,397
-5,067
-10% -$51.8K ﹤0.01% 934
2016
Q4 		$546K Sell
50,464
-2,464
-5% -$25.9K 0.01% 917
2016
Q3 		$563K Sell
52,928
-56,710
-52% -$590K 0.01% 927
2016
Q2 		$1.1M Buy
109,638
+4,801
+5% +$48.2K 0.01% 713
2016
Q1 		$1.03M Buy
104,837
+10,328
+11% +$94.3K 0.01% 687
2015
Q4 		$922K Sell
94,509
-2,110
-2% -$20.8K 0.01% 717
2015
Q3 		$900K Buy
96,619
+13,168
+16% +$123K 0.01% 720
2015
Q2 		$753K Buy
83,451
+13,911
+20% +$132K 0.01% 787
2015
Q1 		$656K Sell
69,540
-18,269
-21% -$169K 0.01% 816
2014
Q4 		$813K Buy
+87,809
New +$810K 0.01% 697

Other funds holding MORE

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

United Capital Financial Advisors's MORE Position: Q3 2017 in Review

United Capital Financial Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 35,637 shares — an estimated $346K sold.

United Capital Financial Advisors first reported a position in MORE in Q4 2014 and held it in 11 quarters. The position peaked at $1.1M in Q2 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • United Capital Financial Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 35,637 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $346K.
  • United Capital Financial Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's Monogram Residential Trust, Inc. position peaked at $1.1M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.