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Advisor Group’s Urban Edge Properties UE Stock Holding History

Advisor Group’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$303K Buy
15,825
+6,545
+71% +$132K ﹤0.01% 2052
2019
Q3 		$183K Buy
9,280
+689
+8% +$12.2K ﹤0.01% 2385
2019
Q2 		$148K Buy
8,591
+67
+0.8% +$1.22K ﹤0.01% 2549
2019
Q1 		$162K Buy
8,524
+180
+2% +$3.48K ﹤0.01% 2454
2018
Q4 		$138K Buy
8,344
+515
+7% +$10.2K ﹤0.01% 2387
2018
Q3 		$173K Buy
7,829
+3,192
+69% +$71.9K ﹤0.01% 2292
2018
Q2 		$106K Sell
4,637
-63
-1% -$1.34K ﹤0.01% 2482
2018
Q1 		$101K Sell
4,700
-141
-3% -$3.16K ﹤0.01% 2553
2017
Q4 		$124K Buy
4,841
+3,902
+416% +$97K ﹤0.01% 2407
2017
Q3 		$23K Buy
939
+261
+38% +$6.48K ﹤0.01% 3487
2017
Q2 		$16K Buy
678
+100
+17% +$2.52K ﹤0.01% 3648
2017
Q1 		$16K Buy
578
+20
+4% +$547 ﹤0.01% 3509
2016
Q4 		$15K Hold
558
– – ﹤0.01% 3414
2016
Q3 		$16K Buy
+558
New +$16.2K ﹤0.01% 3301

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's UE Position: Q4 2019 in Review

Advisor Group increased its Urban Edge Properties (UE) stake by 71% in Q4 2019, buying an estimated $132K and bringing the position to 15,825 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Advisor Group first reported a position in UE in Q3 2016 and has held it in 14 quarters since. 223 funds tracked by Wall St. Rank hold UE as of Q4 2019.

  • Advisor Group held 15,825 shares of Urban Edge Properties worth $303K as of Q4 2019.
  • Advisor Group bought 6,545 Urban Edge Properties shares in Q4 2019, an estimated $132K.
  • Urban Edge Properties made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2052 holding.
  • Advisor Group first reported a position in Urban Edge Properties in Q3 2016 and has held it in 14 quarters since.
  • 223 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.