Wealthcare Advisory 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
-17,314
Closed -$168K 961
2017
Q2
$168K Hold
17,314
0.08% 33
2017
Q1
$173K Buy
17,314
+366
+2% +$3.74K 0.09% 30
2016
Q4
$183K Buy
+16,948
New +$178K 0.11% 30

Other funds holding MORE

Wealthcare Advisory Partners's MORE Position: Q3 2017 in Review

Wealthcare Advisory Partners sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 17,314 shares — an estimated $168K sold.

Wealthcare Advisory Partners first reported a position in MORE in Q4 2016 and held it in 3 quarters. The position peaked at $183K in Q4 2016. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • Wealthcare Advisory Partners reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 17,314 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $168K.
  • Wealthcare Advisory Partners first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Monogram Residential Trust, Inc. position peaked at $183K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2017, filed 15 Nov 2017.