CPS
UDR icon

Counsel Portfolio Services’s UDR UDR Stock Holding History

Counsel Portfolio 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
2014
Q3 		– Sell
-43,100
Closed -$1.23M – 338
2014
Q2 		$1.23M Sell
43,100
-3,700
-8% -$99.6K 0.12% 218
2014
Q1 		$1.21M Buy
46,800
+5,000
+12% +$125K 0.12% 185
2013
Q4 		$976K Hold
41,800
– – 0.1% 197
2013
Q3 		$991K Buy
41,800
+7,000
+20% +$170K 0.05% 173
2013
Q2 		$887K Buy
+34,800
New +$863K 0.11% 182

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 $63.2B AUM 17.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Counsel Portfolio Services's UDR Position: Q3 2014 in Review

Counsel Portfolio Services sold out of UDR (UDR) in Q3 2014, closing a stake of 43,100 shares — an estimated $1.23M sold.

Counsel Portfolio Services first reported a position in UDR in Q2 2013 and held it in 5 quarters. The position peaked at $1.23M in Q2 2014. 302 funds tracked by Wall St. Rank hold UDR as of Q3 2014.

  • Counsel Portfolio Services reported no remaining UDR position as of Q3 2014 after selling out during the quarter.
  • Counsel Portfolio Services sold 43,100 UDR shares in Q3 2014, an estimated $1.23M.
  • Counsel Portfolio Services first reported a position in UDR in Q2 2013 and held it in 5 quarters.
  • Counsel Portfolio Services's UDR position peaked at $1.23M in Q2 2014.
  • 302 funds tracked by Wall St. Rank held UDR as of Q3 2014.

Based on Counsel Portfolio Services's 13F filing for Q3 2014, filed 12 Nov 2014.