WA
MORE

Waverly Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

Waverly 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
2015
Q4 		– Sell
-5,679
Closed -$53K – 444
2015
Q3 		$53K Hold
5,679
– – 0.04% 129
2015
Q2 		$51K Hold
5,679
– – 0.03% 138
2015
Q1 		$53K Hold
5,679
– – 0.03% 120
2014
Q4 		$53K Buy
+5,679
New +$52.4K 0.03% 115

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Waverly Advisors's MORE Position: Q4 2015 in Review

Waverly Advisors sold out of Monogram Residential Trust, Inc. (MORE) in Q4 2015, closing a stake of 5,679 shares — an estimated $53K sold.

Waverly Advisors first reported a position in MORE in Q4 2014 and held it in 4 quarters. The position peaked at $53K in Q3 2015. 153 funds tracked by Wall St. Rank hold MORE as of Q4 2015.

  • Waverly Advisors reported no remaining Monogram Residential Trust, Inc. position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 5,679 Monogram Residential Trust, Inc. shares in Q4 2015, an estimated $53K.
  • Waverly Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and held it in 4 quarters.
  • Waverly Advisors's Monogram Residential Trust, Inc. position peaked at $53K in Q3 2015.
  • 153 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.