AllSquare Wealth Management’s Urban Edge Properties UE Stock Holding History

AllSquare Wealth Management’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
2020 Q2	–	Sell	-777	Closed	-$7K	–	494
2020 Q1	$7K	Hold	777	–	–	0.01%	340
2019 Q4	$15K	Hold	777	–	–	0.01%	291
2019 Q3	$15K	Hold	777	–	–	0.01%	290
2019 Q2	$13K	Hold	777	–	–	0.01%	312
2019 Q1	$15K	Hold	777	–	–	0.01%	293
2018 Q4	$13K	Hold	777	–	–	0.01%	289
2018 Q3	$17K	Hold	777	–	–	0.01%	291
2018 Q2	$18K	Hold	777	–	–	0.01%	288
2018 Q1	$17K	Hold	777	–	–	0.01%	246
2017 Q4	$20K	Hold	777	–	–	0.02%	231
2017 Q3	$19K	Hold	777	–	–	0.02%	228
2017 Q2	$18K	Hold	777	–	–	0.02%	116
2017 Q1	$20K	Hold	777	–	–	0.02%	214
2016 Q4	$21K	Hold	777	–	–	0.02%	189
2016 Q3	$22K	Hold	777	–	–	0.02%	166
2016 Q2	$23K	Hold	777	–	–	0.02%	157
2016 Q1	$20K	Hold	777	–	–	0.02%	170
2015 Q4	$18K	Hold	777	–	–	0.02%	181
2015 Q3	$17K	Hold	777	–	–	0.02%	185
2015 Q2	$16K	Buy	+777	New	+$17.5K	0.01%	193

Other funds holding UE

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

AllSquare Wealth Management's UE Position: Q2 2020 in Review

AllSquare Wealth Management sold out of Urban Edge Properties (UE) in Q2 2020, closing a stake of 777 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in UE in Q2 2015 and held it in 20 quarters. The position peaked at $23K in Q2 2016. 212 funds tracked by Wall St. Rank hold UE as of Q2 2020.

AllSquare Wealth Management reported no remaining Urban Edge Properties position as of Q2 2020 after selling out during the quarter.
AllSquare Wealth Management sold 777 Urban Edge Properties shares in Q2 2020, an estimated $7K.
AllSquare Wealth Management first reported a position in Urban Edge Properties in Q2 2015 and held it in 20 quarters.
AllSquare Wealth Management's Urban Edge Properties position peaked at $23K in Q2 2016.
212 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2020.

Based on AllSquare Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.