D.A. Davidson & Co’s UDR UDR Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-324	Closed	-$12K	–	1938
2017 Q2	$12K	Hold	324	–	–	﹤0.01%	1988
2017 Q1	$11K	Buy	+324	New	+$11.6K	﹤0.01%	2006
2016 Q4	–	Sell	-324	Closed	-$11K	–	2513
2016 Q3	$11K	Buy	+324	New	+$11.8K	﹤0.01%	2027

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.A. Davidson & Co's UDR Position: Q3 2017 in Review

D.A. Davidson & Co sold out of UDR (UDR) in Q3 2017, closing a stake of 324 shares — an estimated $12K sold.

D.A. Davidson & Co first reported a position in UDR in Q3 2016 and held it in 3 quarters. The position peaked at $12K in Q2 2017. 360 funds tracked by Wall St. Rank hold UDR as of Q3 2017.

D.A. Davidson & Co reported no remaining UDR position as of Q3 2017 after selling out during the quarter.
D.A. Davidson & Co sold 324 UDR shares in Q3 2017, an estimated $12K.
D.A. Davidson & Co first reported a position in UDR in Q3 2016 and held it in 3 quarters.
D.A. Davidson & Co's UDR position peaked at $12K in Q2 2017.
360 funds tracked by Wall St. Rank held UDR as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.