CFA
UDR icon

CT Financial Advisors’s UDR UDR Stock Holding History

CT Financial Advisors’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
2017
Q1 		$30.6K Buy
843
+3
+0.4% +$107 0.02% 314
2016
Q4 		$30.6K Buy
840
+300
+56% +$10.3K 0.02% 310
2016
Q3 		$19.4K Hold
540
– – 0.01% 360
2016
Q2 		$19.9K Hold
540
– – 0.01% 347
2016
Q1 		$20.8K Hold
540
– – 0.01% 368
2015
Q4 		$20.3K Hold
540
– – 0.01% 381
2015
Q3 		$18.6K Hold
540
– – 0.01% 385
2015
Q2 		$17.3K Hold
540
– – 0.01% 409
2015
Q1 		$18.4K Hold
540
– – 0.01% 400
2014
Q4 		$16.6K Buy
+540
New +$16.2K 0.01% 334
2014
Q1 		$18.4K Buy
+540
New +$13.5K 0.01% 400

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CT Financial Advisors's UDR Position: Q1 2017 in Review

CT Financial Advisors increased its UDR (UDR) stake by 0.36% in Q1 2017, buying an estimated $107 and bringing the position to 843 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #314.

CT Financial Advisors first reported a position in UDR in Q1 2014 and has held it in 11 quarters since. The position peaked at $30.6K in Q4 2016. 354 funds tracked by Wall St. Rank hold UDR as of Q1 2017.

  • CT Financial Advisors held 843 shares of UDR worth $30.6K as of Q1 2017.
  • CT Financial Advisors bought 3 UDR shares in Q1 2017, an estimated $107.
  • UDR made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #314 holding.
  • CT Financial Advisors first reported a position in UDR in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's UDR position peaked at $30.6K in Q4 2016.
  • 354 funds tracked by Wall St. Rank held UDR as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.