Creative Planning
UBA

Creative Planning’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Creative Planning’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,125
Closed -$141K – 4625
2017
Q2 		$141K Hold
7,125
– – ﹤0.01% 1744
2017
Q1 		$146K Hold
7,125
– – ﹤0.01% 1706
2016
Q4 		$172K Sell
7,125
-2,500
-26% -$55.7K ﹤0.01% 1487
2016
Q3 		$214K Hold
9,625
– – ﹤0.01% 1372
2016
Q2 		$239K Hold
9,625
– – ﹤0.01% 1170
2016
Q1 		$202K Sell
9,625
-850
-8% -$16.9K ﹤0.01% 1211
2015
Q4 		$202K Hold
10,475
– – ﹤0.01% 1195
2015
Q3 		$196K Hold
10,475
– – ﹤0.01% 1210
2015
Q2 		$196K Hold
10,475
– – ﹤0.01% 874
2015
Q1 		$242K Buy
10,475
+1,000
+11% +$23K ﹤0.01% 1093
2014
Q4 		$207K Buy
9,475
+2,500
+36% +$54.4K ﹤0.01% 1120
2014
Q3 		$142K Buy
6,975
+850
+14% +$17.8K ﹤0.01% 1256
2014
Q2 		$128K Hold
6,125
– – ﹤0.01% 1279
2014
Q1 		$127K Buy
6,125
+200
+3% +$3.87K ﹤0.01% 1251
2013
Q4 		$109K Buy
5,925
+2,200
+59% +$42.2K ﹤0.01% 1159
2013
Q3 		$74K Hold
3,725
– – ﹤0.01% 1305
2013
Q2 		$75K Buy
+3,725
New +$80.7K ﹤0.01% 1152

Other funds holding UBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Creative Planning's UBA Position: Q3 2017 in Review

Creative Planning sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2017, closing a stake of 7,125 shares — an estimated $141K sold.

Creative Planning first reported a position in UBA in Q2 2013 and held it in 17 quarters. The position peaked at $242K in Q1 2015. 157 funds tracked by Wall St. Rank hold UBA as of Q3 2017.

  • Creative Planning reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 7,125 Urstadt Biddle Properties Inc. Class A shares in Q3 2017, an estimated $141K.
  • Creative Planning first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Urstadt Biddle Properties Inc. Class A position peaked at $242K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.