AIA
UMH

Avalon Investment & Advisory’s UMH Properties UMH Stock Holding History

Avalon Investment & Advisory’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
2018
Q1 		– Sell
-116,127
Closed -$1.73M – 372
2017
Q4 		$1.73M Buy
116,127
+3,823
+3% +$58.2K 0.05% 212
2017
Q3 		$1.75M Buy
112,304
+40,924
+57% +$655K 0.06% 196
2017
Q2 		$1.22M Buy
71,380
+7,773
+12% +$128K 0.04% 233
2017
Q1 		$967K Buy
+63,607
New +$926K 0.03% 248

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Avalon Investment & Advisory's UMH Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of UMH Properties (UMH) in Q1 2018, closing a stake of 116,127 shares — an estimated $1.73M sold.

Avalon Investment & Advisory first reported a position in UMH in Q1 2017 and held it in 4 quarters. The position peaked at $1.75M in Q3 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q1 2018.

  • Avalon Investment & Advisory reported no remaining UMH Properties position as of Q1 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 116,127 UMH Properties shares in Q1 2018, an estimated $1.73M.
  • Avalon Investment & Advisory first reported a position in UMH Properties in Q1 2017 and held it in 4 quarters.
  • Avalon Investment & Advisory's UMH Properties position peaked at $1.75M in Q3 2017.
  • 120 funds tracked by Wall St. Rank held UMH Properties as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.