AE Wealth Management’s UDR UDR Stock Holding History

AE Wealth 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
2020 Q3	–	Sell	-19,407	Closed	-$725K	–	1384
2020 Q2	$725K	Buy	+19,407	New	+$725K	0.01%	725

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's UDR Position: Q3 2020 in Review

AE Wealth Management sold out of UDR (UDR) in Q3 2020, closing a stake of 19,407 shares — an estimated $725K sold.

AE Wealth Management first reported a position in UDR in Q2 2020 and held it in 1 quarter. The position peaked at $725K in Q2 2020. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

AE Wealth Management reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
AE Wealth Management sold 19,407 UDR shares in Q3 2020, an estimated $725K.
AE Wealth Management first reported a position in UDR in Q2 2020 and held it in 1 quarter.
AE Wealth Management's UDR position peaked at $725K in Q2 2020.
401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.