AIM
UMH

Arcadia Investment Management’s UMH Properties UMH Stock Holding History

Arcadia Investment Management’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
Q4 		– Sell
-2,165
Closed -$34K – 378
2017
Q3 		$34K Hold
2,165
– – 0.01% 253
2017
Q2 		$37K Hold
2,165
– – 0.01% 247
2017
Q1 		$33K Buy
+2,165
New +$31.5K 0.01% 264
2016
Q3 		– Sell
-2,700
Closed -$30K – 437
2016
Q2 		$30K Buy
+2,700
New +$27.3K 0.01% 269

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arcadia Investment Management's UMH Position: Q4 2017 in Review

Arcadia Investment Management sold out of UMH Properties (UMH) in Q4 2017, closing a stake of 2,165 shares — an estimated $34K sold.

Arcadia Investment Management first reported a position in UMH in Q2 2016 and held it in 4 quarters. The position peaked at $37K in Q2 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q4 2017.

  • Arcadia Investment Management reported no remaining UMH Properties position as of Q4 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 2,165 UMH Properties shares in Q4 2017, an estimated $34K.
  • Arcadia Investment Management first reported a position in UMH Properties in Q2 2016 and held it in 4 quarters.
  • Arcadia Investment Management's UMH Properties position peaked at $37K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held UMH Properties as of Q4 2017.

Based on Arcadia Investment Management's 13F filing for Q4 2017, filed 30 Jan 2018.