WAM
MORE

Wealthspire Advisors (Maryland)’s Monogram Residential Trust, Inc. MORE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-5,405
Closed -$58K – 2091
2016
Q4 		$58K Hold
5,405
– – 0.01% 732
2016
Q3 		$58K Hold
5,405
– – 0.01% 734
2016
Q2 		$55K Hold
5,405
– – 0.01% 711
2016
Q1 		$53K Hold
5,405
– – 0.01% 691
2015
Q4 		$53K Buy
+5,405
New +$53.3K 0.01% 700

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MORE Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2017, closing a stake of 5,405 shares — an estimated $58K sold.

Wealthspire Advisors (Maryland) first reported a position in MORE in Q4 2015 and held it in 5 quarters. The position peaked at $58K in Q4 2016. 175 funds tracked by Wall St. Rank hold MORE as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Monogram Residential Trust, Inc. position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,405 Monogram Residential Trust, Inc. shares in Q1 2017, an estimated $58K.
  • Wealthspire Advisors (Maryland) first reported a position in Monogram Residential Trust, Inc. in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Monogram Residential Trust, Inc. position peaked at $58K in Q4 2016.
  • 175 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.