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Baltimore-Washington Financial Advisors’s UDR UDR Stock Holding History

Baltimore-Washington Financial Advisors’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
Q2 		– Sell
-1,080
Closed -$37K – 283
2015
Q1 		$37K Hold
1,080
– – 0.01% 153
2014
Q4 		$33K Hold
1,080
– – 0.01% 151
2014
Q3 		$29K Buy
+1,080
New +$31.2K 0.01% 162

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baltimore-Washington Financial Advisors's UDR Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of UDR (UDR) in Q2 2015, closing a stake of 1,080 shares — an estimated $37K sold.

Baltimore-Washington Financial Advisors first reported a position in UDR in Q3 2014 and held it in 3 quarters. The position peaked at $37K in Q1 2015. 322 funds tracked by Wall St. Rank hold UDR as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining UDR position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,080 UDR shares in Q2 2015, an estimated $37K.
  • Baltimore-Washington Financial Advisors first reported a position in UDR in Q3 2014 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's UDR position peaked at $37K in Q1 2015.
  • 322 funds tracked by Wall St. Rank held UDR as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.