1919 Investment Counsel’s UDR UDR Stock Holding History

1919 Investment Counsel’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.29M	Sell	47,385 -25,641	-35%	-$742K	0.03%	346
2014 Q2	$2.09M	Sell	73,026 -2,000	-3%	-$53.9K	0.04%	297
2014 Q1	$1.94M	Buy	75,026 +11,600	+18%	+$290K	0.04%	309
2013 Q4	$1.48M	Hold	63,426	–	–	0.03%	337
2013 Q3	$1.5M	Sell	63,426 -540	-0.8%	-$13.1K	0.03%	327
2013 Q2	$1.63M	Buy	+63,966	New	+$1.59M	0.04%	303

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

1919 Investment Counsel's UDR Position: Q3 2014 in Review

1919 Investment Counsel reduced its UDR (UDR) stake by 35% in Q3 2014, selling an estimated $742K and leaving 47,385 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #346.

1919 Investment Counsel first reported a position in UDR in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.09M in Q2 2014. 302 funds tracked by Wall St. Rank hold UDR as of Q3 2014.

1919 Investment Counsel held 47,385 shares of UDR worth $1.29M as of Q3 2014.
1919 Investment Counsel sold 25,641 UDR shares in Q3 2014, an estimated $742K.
UDR made up 0.03% of 1919 Investment Counsel's portfolio in Q3 2014, its #346 holding.
1919 Investment Counsel first reported a position in UDR in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's UDR position peaked at $2.09M in Q2 2014.
302 funds tracked by Wall St. Rank held UDR as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.