BRF
UMH

B. Riley Financial’s UMH Properties UMH Stock Holding History

B. Riley Financial’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
2019
Q2 		– Sell
-22,874
Closed -$322K – 79
2019
Q1 		$322K Sell
22,874
-7,130
-24% -$95.6K 0.13% 46
2018
Q4 		$355K Sell
30,004
-68
-0.2% -$921 0.2% 53
2018
Q3 		$470K Buy
30,072
+4,009
+15% +$63K 0.13% 110
2018
Q2 		$400K Buy
26,063
+2,583
+11% +$36.4K 0.1% 182
2018
Q1 		$315K Buy
+23,480
New +$306K 0.09% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

B. Riley Financial's UMH Position: Q2 2019 in Review

B. Riley Financial sold out of UMH Properties (UMH) in Q2 2019, closing a stake of 22,874 shares — an estimated $322K sold.

B. Riley Financial first reported a position in UMH in Q1 2018 and held it in 5 quarters. The position peaked at $470K in Q3 2018. 136 funds tracked by Wall St. Rank hold UMH as of Q2 2019.

  • B. Riley Financial reported no remaining UMH Properties position as of Q2 2019 after selling out during the quarter.
  • B. Riley Financial sold 22,874 UMH Properties shares in Q2 2019, an estimated $322K.
  • B. Riley Financial first reported a position in UMH Properties in Q1 2018 and held it in 5 quarters.
  • B. Riley Financial's UMH Properties position peaked at $470K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held UMH Properties as of Q2 2019.

Based on B. Riley Financial's 13F filing for Q2 2019, filed 12 Aug 2019.