Advisors Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,669
| Closed | -$266K | – | 1754 |
|
|
2016
Q4 | $266K | Sell |
17,669
-985
| -5% | -$14.8K | ﹤0.01% | 1320 |
|
|
2016
Q3 | $222K | Sell |
18,654
-1,496
| -7% | -$17.8K | ﹤0.01% | 1339 |
|
|
2016
Q2 | $227K | Sell |
20,150
-2,270
| -10% | -$25.6K | ﹤0.01% | 1318 |
|
|
2016
Q1 | $222K | Sell |
22,420
-1,043
| -4% | -$10.3K | ﹤0.01% | 1291 |
|
|
2015
Q4 | $237K | Sell |
23,463
-1,457
| -6% | -$14.7K | ﹤0.01% | 1346 |
|
|
2015
Q3 | $232K | Sell |
24,920
-11,359
| -31% | -$106K | ﹤0.01% | 1328 |
|
|
2015
Q2 | $356K | Buy |
36,279
+9,115
| +34% | +$89.4K | ﹤0.01% | 1231 |
|
|
2015
Q1 | $274K | Sell |
27,164
-36,910
| -58% | -$372K | ﹤0.01% | 1257 |
|
|
2014
Q4 | $612K | Sell |
64,074
-3,950
| -6% | -$37.7K | 0.01% | 1007 |
|
|
2014
Q3 | $646K | Sell |
68,024
-5,397
| -7% | -$51.3K | 0.01% | 937 |
|
|
2014
Q2 | $736K | Sell |
73,421
-6,984
| -9% | -$70K | 0.01% | 913 |
|
|
2014
Q1 | $786K | Sell |
80,405
-2,082
| -3% | -$20.4K | 0.01% | 846 |
|
|
2013
Q4 | $777K | Sell |
82,487
-2,414
| -3% | -$22.7K | 0.01% | 839 |
|
|
2013
Q3 | $843K | Buy |
84,901
+27,462
| +48% | +$273K | 0.02% | 724 |
|
|
2013
Q2 | $590K | Buy |
+57,439
| New | +$590K | 0.01% | 798 |
|