Apriem Advisors’s UMH Properties UMH Stock Holding History

Apriem Advisors’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
2016 Q4	–	Sell	-3,000	Closed	-$36K	–	745
2016 Q3	$36K	Hold	3,000	–	–	0.01%	258
2016 Q2	$34K	Hold	3,000	–	–	0.01%	273
2016 Q1	$30K	Hold	3,000	–	–	0.01%	261
2015 Q4	$30K	Hold	3,000	–	–	0.01%	250
2015 Q3	$28K	Hold	3,000	–	–	0.01%	250
2015 Q2	$29K	Hold	3,000	–	–	0.01%	267
2015 Q1	$30K	Hold	3,000	–	–	0.01%	261
2014 Q4	$29K	Hold	3,000	–	–	0.01%	247
2014 Q3	$29K	Buy	+3,000	New	+$29.9K	0.01%	258
2014 Q2	–	Sell	-3,000	Closed	-$29.6K	–	501
2014 Q1	$29K	Hold	3,000	–	–	0.01%	267
2013 Q4	$28K	Hold	3,000	–	–	0.01%	261
2013 Q3	$30K	Hold	3,000	–	–	0.01%	245
2013 Q2	$31K	Buy	+3,000	New	+$32.3K	0.02%	236

Other funds holding UMH

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

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

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

Apriem Advisors's UMH Position: Q4 2016 in Review

Apriem Advisors sold out of UMH Properties (UMH) in Q4 2016, closing a stake of 3,000 shares — an estimated $36K sold.

Apriem Advisors first reported a position in UMH in Q2 2013 and held it in 13 quarters. The position peaked at $36K in Q3 2016. 105 funds tracked by Wall St. Rank hold UMH as of Q4 2016.

Apriem Advisors reported no remaining UMH Properties position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 3,000 UMH Properties shares in Q4 2016, an estimated $36K.
Apriem Advisors first reported a position in UMH Properties in Q2 2013 and held it in 13 quarters.
Apriem Advisors's UMH Properties position peaked at $36K in Q3 2016.
105 funds tracked by Wall St. Rank held UMH Properties as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.