WA
MORE

WealthTrust-Arizona’s Monogram Residential Trust, Inc. MORE Stock Holding History

WealthTrust-Arizona’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
2016
Q3 		– Sell
-895
Closed -$9K – 639
2016
Q2 		$9K Hold
895
– – 0.01% 381
2016
Q1 		$9K Hold
895
– – 0.01% 373
2015
Q4 		$9K Hold
895
– – 0.01% 397
2015
Q3 		$8K Sell
895
-366
-29% -$3.43K 0.01% 412
2015
Q2 		$11K Sell
1,261
-3,808
-75% -$36.2K 0.01% 395
2015
Q1 		$47K Buy
+5,069
New +$46.9K 0.03% 164

Other funds holding MORE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WealthTrust-Arizona's MORE Position: Q3 2016 in Review

WealthTrust-Arizona sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2016, closing a stake of 895 shares — an estimated $9K sold.

WealthTrust-Arizona first reported a position in MORE in Q1 2015 and held it in 6 quarters. The position peaked at $47K in Q1 2015. 160 funds tracked by Wall St. Rank hold MORE as of Q3 2016.

  • WealthTrust-Arizona reported no remaining Monogram Residential Trust, Inc. position as of Q3 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 895 Monogram Residential Trust, Inc. shares in Q3 2016, an estimated $9K.
  • WealthTrust-Arizona first reported a position in Monogram Residential Trust, Inc. in Q1 2015 and held it in 6 quarters.
  • WealthTrust-Arizona's Monogram Residential Trust, Inc. position peaked at $47K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2016.

Based on WealthTrust-Arizona's 13F filing for Q3 2016, filed 21 Oct 2016.