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Capital Investment Advisory Services’s UDR UDR Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,386
Closed -$67K – 1218
2019
Q3 		$67K Hold
1,386
– – 0.02% 491
2019
Q2 		$63K Hold
1,386
– – 0.02% 506
2019
Q1 		$63K Hold
1,386
– – 0.02% 437
2018
Q4 		$55K Buy
+1,386
New +$56K 0.02% 438

Other funds holding UDR

Vanguard Group
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Investment Advisory Services's UDR Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of UDR (UDR) in Q4 2019, closing a stake of 1,386 shares — an estimated $67K sold.

Capital Investment Advisory Services first reported a position in UDR in Q4 2018 and held it in 4 quarters. The position peaked at $67K in Q3 2019. 432 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining UDR position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,386 UDR shares in Q4 2019, an estimated $67K.
  • Capital Investment Advisory Services first reported a position in UDR in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's UDR position peaked at $67K in Q3 2019.
  • 432 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.