Wellington Management Group
MORE

Wellington Management Group’s Monogram Residential Trust, Inc. MORE Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-107,679
Closed -$1.07M – 2378
2017
Q1 		$1.07M Sell
107,679
-107,436
-50% -$1.1M ﹤0.01% 1906
2016
Q4 		$2.33M Buy
+215,115
New +$2.26M ﹤0.01% 1645

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group's MORE Position: Q2 2017 in Review

Wellington Management Group sold out of Monogram Residential Trust, Inc. (MORE) in Q2 2017, closing a stake of 107,679 shares — an estimated $1.07M sold.

Wellington Management Group first reported a position in MORE in Q4 2016 and held it in 2 quarters. The position peaked at $2.33M in Q4 2016. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2017.

  • Wellington Management Group reported no remaining Monogram Residential Trust, Inc. position as of Q2 2017 after selling out during the quarter.
  • Wellington Management Group sold 107,679 Monogram Residential Trust, Inc. shares in Q2 2017, an estimated $1.07M.
  • Wellington Management Group first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 2 quarters.
  • Wellington Management Group's Monogram Residential Trust, Inc. position peaked at $2.33M in Q4 2016.
  • 166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2017.

Based on Wellington Management Group's 13F filing for Q2 2017, filed 14 Aug 2017.