BFA
UBA

Beacon Financial Advisory’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Beacon Financial Advisory’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,360
Closed -$232K – 173
2019
Q4 		$232K Buy
+9,360
New +$225K 0.2% 139

Other funds holding UBA

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Financial Advisory's UBA Position: Q1 2020 in Review

Beacon Financial Advisory sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2020, closing a stake of 9,360 shares — an estimated $232K sold.

Beacon Financial Advisory first reported a position in UBA in Q4 2019 and held it in 1 quarter. The position peaked at $232K in Q4 2019. 148 funds tracked by Wall St. Rank hold UBA as of Q1 2020.

  • Beacon Financial Advisory reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,360 Urstadt Biddle Properties Inc. Class A shares in Q1 2020, an estimated $232K.
  • Beacon Financial Advisory first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2019 and held it in 1 quarter.
  • Beacon Financial Advisory's Urstadt Biddle Properties Inc. Class A position peaked at $232K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2020.

Based on Beacon Financial Advisory's 13F filing for Q1 2020, filed 15 Apr 2020.