BAM
UBP

Bruderman Asset Management’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Bruderman Asset Management’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,500
Closed -$27K – 438
2015
Q3 		$27K Hold
1,500
– – 0.01% 259
2015
Q2 		$26K Buy
1,500
+700
+88% +$12.2K 0.01% 279
2015
Q1 		$15K Buy
+800
New +$15.1K 0.01% 311

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bruderman Asset Management's UBP Position: Q4 2015 in Review

Bruderman Asset Management sold out of Urstadt Biddle Properties Inc. (UBP) in Q4 2015, closing a stake of 1,500 shares — an estimated $27K sold.

Bruderman Asset Management first reported a position in UBP in Q1 2015 and held it in 3 quarters. The position peaked at $27K in Q3 2015. 23 funds tracked by Wall St. Rank hold UBP as of Q4 2015.

  • Bruderman Asset Management reported no remaining Urstadt Biddle Properties Inc. position as of Q4 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 1,500 Urstadt Biddle Properties Inc. shares in Q4 2015, an estimated $27K.
  • Bruderman Asset Management first reported a position in Urstadt Biddle Properties Inc. in Q1 2015 and held it in 3 quarters.
  • Bruderman Asset Management's Urstadt Biddle Properties Inc. position peaked at $27K in Q3 2015.
  • 23 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q4 2015.

Based on Bruderman Asset Management's 13F filing for Q4 2015, filed 8 Feb 2016.