DWA
UBP

Douglass Winthrop Advisors’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Douglass Winthrop Advisors’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,325
Closed -$127K – 247
2020
Q1 		$127K Hold
11,325
– – 0.01% 225
2019
Q4 		$225K Hold
11,325
– – 0.01% 246
2019
Q3 		$213K Hold
11,325
– – 0.01% 251
2019
Q2 		$194K Hold
11,325
– – 0.01% 253
2019
Q1 		$189K Hold
11,325
– – 0.01% 235
2018
Q4 		$171K Hold
11,325
– – 0.01% 237
2018
Q3 		$195K Hold
11,325
– – 0.01% 248
2018
Q2 		$207K Sell
11,325
-2,000
-15% -$34.4K 0.01% 276
2018
Q1 		$223K Sell
13,325
-1,000
-7% -$16.7K 0.01% 258
2017
Q4 		$243K Sell
14,325
-550
-4% -$9.9K 0.01% 219
2017
Q3 		$268K Sell
14,875
-3,100
-17% -$54K 0.02% 217
2017
Q2 		$310K Sell
17,975
-1,900
-10% -$32.3K 0.02% 200
2017
Q1 		$341K Hold
19,875
– – 0.02% 192
2016
Q4 		$379K Hold
19,875
– – 0.03% 180
2016
Q3 		$360K Sell
19,875
-500
-2% -$9.97K 0.02% 182
2016
Q2 		$446K Hold
20,375
– – 0.03% 162
2016
Q1 		$368K Sell
20,375
-100
-0.5% -$1.79K 0.03% 170
2015
Q4 		$364K Hold
20,475
– – 0.03% 178
2015
Q3 		$365K Hold
20,475
– – 0.03% 182
2015
Q2 		$386K Hold
20,475
– – 0.03% 191
2015
Q1 		$386K Sell
20,475
-200
-1% -$3.78K 0.03% 191
2014
Q4 		$375K Hold
20,675
– – 0.03% 156
2014
Q3 		$355K Buy
20,675
+600
+3% +$10.7K 0.03% 152
2014
Q2 		$358K Buy
20,075
+1,150
+6% +$20.4K 0.03% 149
2014
Q1 		$336K Buy
18,925
+250
+1% +$4.13K 0.03% 149
2013
Q4 		$296K Buy
18,675
+625
+3% +$10.2K 0.03% 151
2013
Q3 		$310K Hold
18,050
– – 0.04% 138
2013
Q2 		$329K Buy
+18,050
New +$343K 0.04% 135

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Douglass Winthrop Advisors's UBP Position: Q2 2020 in Review

Douglass Winthrop Advisors sold out of Urstadt Biddle Properties Inc. (UBP) in Q2 2020, closing a stake of 11,325 shares — an estimated $127K sold.

Douglass Winthrop Advisors first reported a position in UBP in Q2 2013 and held it in 28 quarters. The position peaked at $446K in Q2 2016. 25 funds tracked by Wall St. Rank hold UBP as of Q2 2020.

  • Douglass Winthrop Advisors reported no remaining Urstadt Biddle Properties Inc. position as of Q2 2020 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 11,325 Urstadt Biddle Properties Inc. shares in Q2 2020, an estimated $127K.
  • Douglass Winthrop Advisors first reported a position in Urstadt Biddle Properties Inc. in Q2 2013 and held it in 28 quarters.
  • Douglass Winthrop Advisors's Urstadt Biddle Properties Inc. position peaked at $446K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q2 2020.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.