Burt Wealth Advisors’s UDR UDR Stock Holding History

Burt Wealth 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
2018 Q2	–	Hold	0	–	–	–	245
2018 Q1	–	Hold	0	–	–	–	253
2017 Q3	–	Sell	-568	Closed	-$22K	–	226
2017 Q2	$22K	Hold	568	–	–	0.02%	248
2017 Q1	$21K	Hold	568	–	–	0.02%	222
2016 Q4	$21K	Hold	568	–	–	0.02%	230
2016 Q3	$20K	Hold	568	–	–	0.02%	222
2016 Q2	$20K	Hold	568	–	–	0.02%	215
2016 Q1	$22K	Hold	568	–	–	0.02%	240
2015 Q4	$21K	Hold	568	–	–	0.02%	203
2015 Q3	$19K	Hold	568	–	–	0.02%	189
2015 Q2	$18K	Hold	568	–	–	0.02%	219
2015 Q1	$19K	Hold	568	–	–	0.02%	197
2014 Q4	$18K	Buy	+568	New	+$17K	0.02%	196

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's UDR Position: Q2 2018 in Review

Burt Wealth Advisors held its UDR (UDR) position steady in Q2 2018 at 0 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #245.

Burt Wealth Advisors first reported a position in UDR in Q4 2014 and has held it in 11 quarters since. The position peaked at $22K in Q2 2017. 379 funds tracked by Wall St. Rank hold UDR as of Q2 2018.

Burt Wealth Advisors held 0 shares of UDR worth $21K as of Q2 2018.
Burt Wealth Advisors left its UDR share count unchanged in Q2 2018.
UDR made up 0.01% of Burt Wealth Advisors's portfolio in Q2 2018, its #245 holding.
Burt Wealth Advisors first reported a position in UDR in Q4 2014 and has held it in 11 quarters since.
Burt Wealth Advisors's UDR position peaked at $22K in Q2 2017.
379 funds tracked by Wall St. Rank held UDR as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.