CCM
UMH

Coe Capital Management’s UMH Properties UMH Stock Holding History

Coe Capital Management’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-88,700
Closed -$843K – 276
2014
Q3 		$843K Sell
88,700
-2,000
-2% -$19.9K 0.31% 113
2014
Q2 		$910K Hold
90,700
– – 0.33% 106
2014
Q1 		$887K Buy
90,700
+25,000
+38% +$236K 0.26% 129
2013
Q4 		$619K Buy
65,700
+14,000
+27% +$136K 0.22% 132
2013
Q3 		$513K Hold
51,700
– – 0.34% 69
2013
Q2 		$530K Buy
+51,700
New +$556K 0.2% 129

Other funds holding UMH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coe Capital Management's UMH Position: Q4 2014 in Review

Coe Capital Management sold out of UMH Properties (UMH) in Q4 2014, closing a stake of 88,700 shares — an estimated $843K sold.

Coe Capital Management first reported a position in UMH in Q2 2013 and held it in 6 quarters. The position peaked at $910K in Q2 2014. 81 funds tracked by Wall St. Rank hold UMH as of Q4 2014.

  • Coe Capital Management reported no remaining UMH Properties position as of Q4 2014 after selling out during the quarter.
  • Coe Capital Management sold 88,700 UMH Properties shares in Q4 2014, an estimated $843K.
  • Coe Capital Management first reported a position in UMH Properties in Q2 2013 and held it in 6 quarters.
  • Coe Capital Management's UMH Properties position peaked at $910K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held UMH Properties as of Q4 2014.

Based on Coe Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.