Atherton Lane Advisers’s UDR UDR Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$2.32M	Sell	61,722 -2,652	-4%	-$95.2K	0.14%	77
2015 Q3	$2.22M	Sell	64,374 -9,254	-13%	-$309K	0.14%	76
2015 Q2	$2.36M	Sell	73,628 -3,768	-5%	-$124K	0.13%	75
2015 Q1	$2.63M	Sell	77,396 -1,030	-1%	-$33.9K	0.14%	79
2014 Q4	$2.42M	Sell	78,426 -82	-0.1%	-$2.46K	0.13%	83
2014 Q3	$2.14M	Buy	78,508 +7,538	+11%	+$218K	0.12%	90
2014 Q2	$2.03M	Buy	+70,970	New	+$1.91M	0.11%	91

Other funds holding UDR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BIT

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Atherton Lane Advisers's UDR Position: Q4 2015 in Review

Atherton Lane Advisers reduced its UDR (UDR) stake by 4.1% in Q4 2015, selling an estimated $95.2K and leaving 61,722 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #77.

Atherton Lane Advisers first reported a position in UDR in Q2 2014 and has held it in 7 quarters since. The position peaked at $2.63M in Q1 2015. 325 funds tracked by Wall St. Rank hold UDR as of Q4 2015.

Atherton Lane Advisers held 61,722 shares of UDR worth $2.32M as of Q4 2015.
Atherton Lane Advisers sold 2,652 UDR shares in Q4 2015, an estimated $95.2K.
UDR made up 0.14% of Atherton Lane Advisers's portfolio in Q4 2015, its #77 holding.
Atherton Lane Advisers first reported a position in UDR in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's UDR position peaked at $2.63M in Q1 2015.
325 funds tracked by Wall St. Rank held UDR as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.