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Cornerstone Wealth Management’s UDR UDR Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-41,429
Closed -$1.08M – 1100
2018
Q3 		$1.08M Sell
41,429
-9,799
-19% -$381K 0.01% 683
2018
Q2 		$1.38M Buy
+51,228
New +$1.85M 0.02% 658

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Cornerstone Wealth Management's UDR Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of UDR (UDR) in Q4 2018, closing a stake of 41,429 shares — an estimated $1.08M sold.

Cornerstone Wealth Management first reported a position in UDR in Q2 2018 and held it in 2 quarters. The position peaked at $1.38M in Q2 2018. 404 funds tracked by Wall St. Rank hold UDR as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining UDR position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 41,429 UDR shares in Q4 2018, an estimated $1.08M.
  • Cornerstone Wealth Management first reported a position in UDR in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's UDR position peaked at $1.38M in Q2 2018.
  • 404 funds tracked by Wall St. Rank held UDR as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.