Destination Wealth Management’s UDR UDR Stock Holding History

Destination Wealth Management’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
2019 Q1	–	Sell	-400	Closed	-$16K	–	725
2018 Q4	$16K	Buy	+400	New	+$16.2K	﹤0.01%	371

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Destination Wealth Management's UDR Position: Q1 2019 in Review

Destination Wealth Management sold out of UDR (UDR) in Q1 2019, closing a stake of 400 shares — an estimated $16K sold.

Destination Wealth Management first reported a position in UDR in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 422 funds tracked by Wall St. Rank hold UDR as of Q1 2019.

Destination Wealth Management reported no remaining UDR position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 400 UDR shares in Q1 2019, an estimated $16K.
Destination Wealth Management first reported a position in UDR in Q4 2018 and held it in 1 quarter.
Destination Wealth Management's UDR position peaked at $16K in Q4 2018.
422 funds tracked by Wall St. Rank held UDR as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.