WCM
MORE

Wealthcare Capital Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-51,265
Closed -$478K – 994
2015
Q1 		$478K Buy
+51,265
New +$474K 0.06% 50

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealthcare Capital Management's MORE Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2015, closing a stake of 51,265 shares — an estimated $478K sold.

Wealthcare Capital Management first reported a position in MORE in Q1 2015 and held it in 1 quarter. The position peaked at $478K in Q1 2015. 126 funds tracked by Wall St. Rank hold MORE as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Monogram Residential Trust, Inc. position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 51,265 Monogram Residential Trust, Inc. shares in Q2 2015, an estimated $478K.
  • Wealthcare Capital Management first reported a position in Monogram Residential Trust, Inc. in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Monogram Residential Trust, Inc. position peaked at $478K in Q1 2015.
  • 126 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.