WFG Advisors’s Monogram Residential Trust, Inc. MORE Stock Holding History

WFG Advisors’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	$90K	Buy	9,257 +2,160	+30%	+$21.5K	0.02%	550
2017 Q1	$71K	Buy	7,097 +35	+0.5%	+$358	0.02%	576
2016 Q4	$76K	Sell	7,062 -2,521	-26%	-$26.5K	0.02%	616
2016 Q3	$102K	Sell	9,583 -3,065	-24%	-$31.9K	0.03%	515
2016 Q2	$129K	Sell	12,648 -23,388	-65%	-$235K	0.03%	443
2016 Q1	$355K	Buy	36,036 +5,047	+16%	+$46.1K	0.1%	210
2015 Q4	$302K	Sell	30,989 -58,376	-65%	-$575K	0.09%	222
2015 Q3	$832K	Buy	89,365 +43,856	+96%	+$411K	0.26%	87
2015 Q2	$410K	Buy	45,509 +19,746	+77%	+$188K	0.11%	197
2015 Q1	$240K	Buy	25,763 +14,002	+119%	+$130K	0.07%	309
2014 Q4	$109K	Buy	+11,761	New	+$109K	0.02%	610

Other funds holding MORE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's MORE Position: Q2 2017 in Review

WFG Advisors increased its Monogram Residential Trust, Inc. (MORE) stake by 30% in Q2 2017, buying an estimated $21.5K and bringing the position to 9,257 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #550.

WFG Advisors first reported a position in MORE in Q4 2014 and has held it in 11 quarters since. The position peaked at $832K in Q3 2015. 166 funds tracked by Wall St. Rank hold MORE as of Q2 2017.

WFG Advisors held 9,257 shares of Monogram Residential Trust, Inc. worth $90K as of Q2 2017.
WFG Advisors bought 2,160 Monogram Residential Trust, Inc. shares in Q2 2017, an estimated $21.5K.
Monogram Residential Trust, Inc. made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #550 holding.
WFG Advisors first reported a position in Monogram Residential Trust, Inc. in Q4 2014 and has held it in 11 quarters since.
WFG Advisors's Monogram Residential Trust, Inc. position peaked at $832K in Q3 2015.
166 funds tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.