AAM
UMH

Advisors Asset Management’s UMH Properties UMH Stock Holding History

Advisors Asset Management’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,669
Closed -$266K – 1754
2016
Q4 		$266K Sell
17,669
-985
-5% -$12.6K ﹤0.01% 1320
2016
Q3 		$222K Sell
18,654
-1,496
-7% -$18.1K ﹤0.01% 1339
2016
Q2 		$227K Sell
20,150
-2,270
-10% -$22.9K ﹤0.01% 1318
2016
Q1 		$222K Sell
22,420
-1,043
-4% -$10K ﹤0.01% 1291
2015
Q4 		$237K Sell
23,463
-1,457
-6% -$14.4K ﹤0.01% 1346
2015
Q3 		$232K Sell
24,920
-11,359
-31% -$108K ﹤0.01% 1328
2015
Q2 		$356K Buy
36,279
+9,115
+34% +$91.2K ﹤0.01% 1231
2015
Q1 		$274K Sell
27,164
-36,910
-58% -$357K ﹤0.01% 1257
2014
Q4 		$612K Sell
64,074
-3,950
-6% -$38K 0.01% 1007
2014
Q3 		$646K Sell
68,024
-5,397
-7% -$53.8K 0.01% 937
2014
Q2 		$736K Sell
73,421
-6,984
-9% -$68.9K 0.01% 913
2014
Q1 		$786K Sell
80,405
-2,082
-3% -$19.7K 0.01% 846
2013
Q4 		$777K Sell
82,487
-2,414
-3% -$23.5K 0.01% 839
2013
Q3 		$843K Buy
84,901
+27,462
+48% +$282K 0.02% 724
2013
Q2 		$590K Buy
+57,439
New +$618K 0.01% 798

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisors Asset Management's UMH Position: Q1 2017 in Review

Advisors Asset Management sold out of UMH Properties (UMH) in Q1 2017, closing a stake of 17,669 shares — an estimated $266K sold.

Advisors Asset Management first reported a position in UMH in Q2 2013 and held it in 15 quarters. The position peaked at $843K in Q3 2013. 100 funds tracked by Wall St. Rank hold UMH as of Q1 2017.

  • Advisors Asset Management reported no remaining UMH Properties position as of Q1 2017 after selling out during the quarter.
  • Advisors Asset Management sold 17,669 UMH Properties shares in Q1 2017, an estimated $266K.
  • Advisors Asset Management first reported a position in UMH Properties in Q2 2013 and held it in 15 quarters.
  • Advisors Asset Management's UMH Properties position peaked at $843K in Q3 2013.
  • 100 funds tracked by Wall St. Rank held UMH Properties as of Q1 2017.

Based on Advisors Asset Management's 13F filing for Q1 2017, filed 2 May 2017.