ACI
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Advance Capital I’s UDR UDR Stock Holding History

Advance Capital I’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
Q2 		– Sell
-46,400
Closed -$1.2M – 220
2014
Q1 		$1.2M Buy
46,400
+17,400
+60% +$435K 0.63% 77
2013
Q4 		$677K Buy
29,000
+6,000
+26% +$144K 0.32% 159
2013
Q3 		$545K Sell
23,000
-5,800
-20% -$141K 0.28% 143
2013
Q2 		$734K Buy
+28,800
New +$714K 0.36% 94

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advance Capital I's UDR Position: Q2 2014 in Review

Advance Capital I sold out of UDR (UDR) in Q2 2014, closing a stake of 46,400 shares — an estimated $1.2M sold.

Advance Capital I first reported a position in UDR in Q2 2013 and held it in 4 quarters. The position peaked at $1.2M in Q1 2014. 292 funds tracked by Wall St. Rank hold UDR as of Q2 2014.

  • Advance Capital I reported no remaining UDR position as of Q2 2014 after selling out during the quarter.
  • Advance Capital I sold 46,400 UDR shares in Q2 2014, an estimated $1.2M.
  • Advance Capital I first reported a position in UDR in Q2 2013 and held it in 4 quarters.
  • Advance Capital I's UDR position peaked at $1.2M in Q1 2014.
  • 292 funds tracked by Wall St. Rank held UDR as of Q2 2014.

Based on Advance Capital I's 13F filing for Q2 2014, filed 5 Aug 2014.