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Bridgeworth’s UDR UDR Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-303
Closed -$11K – 509
2018
Q2 		$11K Buy
+303
New +$11K ﹤0.01% 438

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgeworth's UDR Position: Q3 2018 in Review

Bridgeworth sold out of UDR (UDR) in Q3 2018, closing a stake of 303 shares — an estimated $11K sold.

Bridgeworth first reported a position in UDR in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 376 funds tracked by Wall St. Rank hold UDR as of Q3 2018.

  • Bridgeworth reported no remaining UDR position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 303 UDR shares in Q3 2018, an estimated $11K.
  • Bridgeworth first reported a position in UDR in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's UDR position peaked at $11K in Q2 2018.
  • 376 funds tracked by Wall St. Rank held UDR as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.