CCB
UMH

Cutter & Co Brokerage’s UMH Properties UMH Stock Holding History

Cutter & Co Brokerage’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
2017
Q4 		– Sell
-24,100
Closed -$375K – 282
2017
Q3 		$375K Sell
24,100
-600
-2% -$9.61K 0.15% 144
2017
Q2 		$421K Hold
24,700
– – 0.17% 137
2017
Q1 		$376K Buy
24,700
+5,000
+25% +$72.8K 0.16% 140
2016
Q4 		$296K Hold
19,700
– – 0.12% 159
2016
Q3 		$235K Sell
19,700
-3,600
-15% -$43.5K 0.1% 185
2016
Q2 		$262K Buy
23,300
+3,400
+17% +$34.4K 0.11% 166
2016
Q1 		$197K Hold
19,900
– – 0.09% 198
2015
Q4 		$201K Hold
19,900
– – 0.09% 176
2015
Q3 		$185K Hold
19,900
– – 0.09% 177
2015
Q2 		$195K Hold
19,900
– – 0.08% 213
2015
Q1 		$200K Sell
19,900
-800
-4% -$7.74K 0.08% 194
2014
Q4 		$198K Hold
20,700
– – 0.08% 219
2014
Q3 		$197K Hold
20,700
– – 0.08% 212
2014
Q2 		$208K Hold
20,700
– – 0.08% 210
2014
Q1 		$202K Hold
20,700
– – 0.08% 199
2013
Q4 		$195K Hold
20,700
– – 0.09% 173
2013
Q3 		$206K Buy
20,700
+10,200
+97% +$105K 0.09% 188
2013
Q2 		$108K Buy
+10,500
New +$113K 0.05% 190

Other funds holding UMH

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
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cutter & Co Brokerage's UMH Position: Q4 2017 in Review

Cutter & Co Brokerage sold out of UMH Properties (UMH) in Q4 2017, closing a stake of 24,100 shares — an estimated $375K sold.

Cutter & Co Brokerage first reported a position in UMH in Q2 2013 and held it in 18 quarters. The position peaked at $421K in Q2 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q4 2017.

  • Cutter & Co Brokerage reported no remaining UMH Properties position as of Q4 2017 after selling out during the quarter.
  • Cutter & Co Brokerage sold 24,100 UMH Properties shares in Q4 2017, an estimated $375K.
  • Cutter & Co Brokerage first reported a position in UMH Properties in Q2 2013 and held it in 18 quarters.
  • Cutter & Co Brokerage's UMH Properties position peaked at $421K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held UMH Properties as of Q4 2017.

Based on Cutter & Co Brokerage's 13F filing for Q4 2017, filed 30 Jan 2018.