WIM
MORE

Westside Investment Management’s Monogram Residential Trust, Inc. MORE Stock Holding History

Westside Investment 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
2017
Q1 		– Sell
-2,111
Closed -$22K – 798
2016
Q4 		$22K Buy
+2,111
New +$22.2K 0.02% 269

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BlackRock
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Fidelity Investments
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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

Westside Investment Management's MORE Position: Q1 2017 in Review

Westside Investment Management sold out of Monogram Residential Trust, Inc. (MORE) in Q1 2017, closing a stake of 2,111 shares — an estimated $22K sold.

Westside Investment Management first reported a position in MORE in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 175 funds tracked by Wall St. Rank hold MORE as of Q1 2017.

  • Westside Investment Management reported no remaining Monogram Residential Trust, Inc. position as of Q1 2017 after selling out during the quarter.
  • Westside Investment Management sold 2,111 Monogram Residential Trust, Inc. shares in Q1 2017, an estimated $22K.
  • Westside Investment Management first reported a position in Monogram Residential Trust, Inc. in Q4 2016 and held it in 1 quarter.
  • Westside Investment Management's Monogram Residential Trust, Inc. position peaked at $22K in Q4 2016.
  • 175 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q1 2017.

Based on Westside Investment Management's 13F filing for Q1 2017, filed 11 May 2017.