Bartlett & Co’s UDR UDR Stock Holding History

Bartlett & Co’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
2017 Q1	–	Sell	-432	Closed	-$16K	–	718
2016 Q4	$16K	Hold	432	–	–	﹤0.01%	561
2016 Q3	$16K	Hold	432	–	–	﹤0.01%	564
2016 Q2	$16K	Hold	432	–	–	﹤0.01%	570
2016 Q1	$17K	Hold	432	–	–	﹤0.01%	552
2015 Q4	$16K	Hold	432	–	–	﹤0.01%	571
2015 Q3	$15K	Hold	432	–	–	﹤0.01%	566
2015 Q2	$14K	Hold	432	–	–	﹤0.01%	588
2015 Q1	$15K	Hold	432	–	–	﹤0.01%	580
2014 Q4	$13K	Hold	432	–	–	﹤0.01%	597
2014 Q3	$12K	Hold	432	–	–	﹤0.01%	592
2014 Q2	$12K	Hold	432	–	–	﹤0.01%	608
2014 Q1	$11K	Hold	432	–	–	﹤0.01%	601
2013 Q4	$10K	Hold	432	–	–	﹤0.01%	587
2013 Q3	$10K	Hold	432	–	–	﹤0.01%	589
2013 Q2	$11K	Buy	+432	New	+$10.7K	﹤0.01%	588

Other funds holding UDR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bartlett & Co's UDR Position: Q1 2017 in Review

Bartlett & Co sold out of UDR (UDR) in Q1 2017, closing a stake of 432 shares — an estimated $16K sold.

Bartlett & Co first reported a position in UDR in Q2 2013 and held it in 15 quarters. The position peaked at $17K in Q1 2016. 354 funds tracked by Wall St. Rank hold UDR as of Q1 2017.

Bartlett & Co reported no remaining UDR position as of Q1 2017 after selling out during the quarter.
Bartlett & Co sold 432 UDR shares in Q1 2017, an estimated $16K.
Bartlett & Co first reported a position in UDR in Q2 2013 and held it in 15 quarters.
Bartlett & Co's UDR position peaked at $17K in Q1 2016.
354 funds tracked by Wall St. Rank held UDR as of Q1 2017.

Based on Bartlett & Co's 13F filing for Q1 2017, filed 25 Apr 2017.