WealthPLAN Partners’s Monogram Residential Trust, Inc. MORE Stock Holding History

WealthPLAN Partners’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	-57,391	Closed	-$557K	–	207
2017 Q2	$557K	Buy	57,391 +55,835	+3,588%	+$555K	0.16%	101
2017 Q1	$15.4K	Buy	+1,556	New	+$15.9K	0.05%	210
2016 Q3	$35.9K	Sell	3,415 -22,693	-87%	-$236K	0.01%	388
2016 Q2	$41.8K	Buy	+26,108	New	+$262K	0.01%	998

Other funds holding MORE

AIP

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

WealthPLAN Partners's MORE Position: Q3 2017 in Review

WealthPLAN Partners sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 57,391 shares — an estimated $557K sold.

WealthPLAN Partners first reported a position in MORE in Q2 2016 and held it in 4 quarters. The position peaked at $557K in Q2 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

WealthPLAN Partners reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
WealthPLAN Partners sold 57,391 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $557K.
WealthPLAN Partners first reported a position in Monogram Residential Trust, Inc. in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's Monogram Residential Trust, Inc. position peaked at $557K in Q2 2017.
1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

Based on WealthPLAN Partners's 13F filing for Q3 2017, filed 14 Nov 2017.