Alexandria Capital’s UMH Properties UMH Stock Holding History

Alexandria Capital’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 Q3	–	Sell	-351	Closed	-$6K	–	619
2017 Q2	$6K	Buy	351 +3	+0.9%	+$49	﹤0.01%	475
2017 Q1	$5K	Buy	348 +5	+1%	+$73	﹤0.01%	487
2016 Q4	$5K	Buy	343 +4	+1%	+$51	﹤0.01%	481
2016 Q3	$4K	Hold	339	–	–	﹤0.01%	514
2016 Q2	$4K	Hold	339	–	–	﹤0.01%	508
2016 Q1	$3K	Buy	339 +2	+0.6%	+$19	﹤0.01%	539
2015 Q4	$3K	Buy	337 +7	+2%	+$69	﹤0.01%	583
2015 Q3	$3K	Buy	330 +6	+2%	+$57	﹤0.01%	530
2015 Q2	$3K	Buy	324 +7	+2%	+$70	﹤0.01%	547
2015 Q1	$3K	Buy	317 +6	+2%	+$58	﹤0.01%	548
2014 Q4	$3K	Buy	311 +6	+2%	+$58	﹤0.01%	510
2014 Q3	$3K	Hold	305	–	–	﹤0.01%	500
2014 Q2	$3K	Hold	305	–	–	﹤0.01%	509
2014 Q1	$3K	Hold	305	–	–	﹤0.01%	524
2013 Q4	$3K	Hold	305	–	–	﹤0.01%	531
2013 Q3	$3K	Hold	305	–	–	﹤0.01%	534
2013 Q2	$3K	Buy	+305	New	+$3.28K	﹤0.01%	587

Other funds holding UMH

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

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

Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alexandria Capital's UMH Position: Q3 2017 in Review

Alexandria Capital sold out of UMH Properties (UMH) in Q3 2017, closing a stake of 351 shares — an estimated $6K sold.

Alexandria Capital first reported a position in UMH in Q2 2013 and held it in 17 quarters. The position peaked at $6K in Q2 2017. 116 funds tracked by Wall St. Rank hold UMH as of Q3 2017.

Alexandria Capital reported no remaining UMH Properties position as of Q3 2017 after selling out during the quarter.
Alexandria Capital sold 351 UMH Properties shares in Q3 2017, an estimated $6K.
Alexandria Capital first reported a position in UMH Properties in Q2 2013 and held it in 17 quarters.
Alexandria Capital's UMH Properties position peaked at $6K in Q2 2017.
116 funds tracked by Wall St. Rank held UMH Properties as of Q3 2017.

Based on Alexandria Capital's 13F filing for Q3 2017, filed 27 Oct 2017.