AIM
UDR icon

Advantage Investment Management’s UDR UDR Stock Holding History

Advantage Investment Management’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
2017
Q1 		– Sell
-1,072
Closed -$39K – 1042
2016
Q4 		$39K Buy
1,072
+158
+17% +$5.41K 0.01% 382
2016
Q3 		$33K Buy
914
+73
+9% +$2.66K 0.01% 415
2016
Q2 		$31K Hold
841
– – 0.01% 415
2016
Q1 		$32K Hold
841
– – 0.01% 392
2015
Q4 		$32K Buy
+841
New +$30.2K 0.02% 398

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 $57.6B AUM 8.03% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advantage Investment Management's UDR Position: Q1 2017 in Review

Advantage Investment Management sold out of UDR (UDR) in Q1 2017, closing a stake of 1,072 shares — an estimated $39K sold.

Advantage Investment Management first reported a position in UDR in Q4 2015 and held it in 5 quarters. The position peaked at $39K in Q4 2016. 354 funds tracked by Wall St. Rank hold UDR as of Q1 2017.

  • Advantage Investment Management reported no remaining UDR position as of Q1 2017 after selling out during the quarter.
  • Advantage Investment Management sold 1,072 UDR shares in Q1 2017, an estimated $39K.
  • Advantage Investment Management first reported a position in UDR in Q4 2015 and held it in 5 quarters.
  • Advantage Investment Management's UDR position peaked at $39K in Q4 2016.
  • 354 funds tracked by Wall St. Rank held UDR as of Q1 2017.

Based on Advantage Investment Management's 13F filing for Q1 2017, filed 8 May 2017.