Alpha Omega Wealth Management’s UDR UDR Stock Holding History

Alpha Omega 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
2019 Q3	–	Sell	-432	Closed	-$19K	–	528
2019 Q2	$19K	Hold	432	–	–	0.01%	376
2019 Q1	$20K	Hold	432	–	–	0.01%	349
2018 Q4	$17K	Sell	432 -150	-26%	-$6.06K	0.01%	319
2018 Q3	$24K	Hold	582	–	–	0.01%	299
2018 Q2	$22K	Buy	582 +324	+126%	+$11.7K	0.01%	308
2018 Q1	$9K	Sell	258 -1,392	-84%	-$49K	﹤0.01%	354
2017 Q4	$64K	Hold	1,650	–	–	0.03%	202
2017 Q3	$63K	Hold	1,650	–	–	0.03%	211
2017 Q2	$64K	Hold	1,650	–	–	0.03%	212
2017 Q1	$60K	Hold	1,650	–	–	0.03%	214
2016 Q4	$60K	Buy	+1,650	New	+$56.5K	0.03%	217

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Alpha Omega Wealth Management's UDR Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of UDR (UDR) in Q3 2019, closing a stake of 432 shares — an estimated $19K sold.

Alpha Omega Wealth Management first reported a position in UDR in Q4 2016 and held it in 11 quarters. The position peaked at $64K in Q4 2017. 424 funds tracked by Wall St. Rank hold UDR as of Q3 2019.

Alpha Omega Wealth Management reported no remaining UDR position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 432 UDR shares in Q3 2019, an estimated $19K.
Alpha Omega Wealth Management first reported a position in UDR in Q4 2016 and held it in 11 quarters.
Alpha Omega Wealth Management's UDR position peaked at $64K in Q4 2017.
424 funds tracked by Wall St. Rank held UDR as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.