Edge Wealth Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Edge Wealth Management’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-500	Closed	-$6K	–	691
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	543
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	440
2019 Q4	$12K	Hold	500	–	–	﹤0.01%	414
2019 Q3	$11K	Hold	500	–	–	﹤0.01%	403
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	409
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	409
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	406
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	429
2018 Q2	$11K	Hold	500	–	–	﹤0.01%	413
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	395
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	386
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	360
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	374
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	360
2016 Q4	$12K	Hold	500	–	–	﹤0.01%	323
2016 Q3	$11K	Hold	500	–	–	﹤0.01%	327
2016 Q2	$12K	Hold	500	–	–	0.01%	302
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	290
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	298
2015 Q3	$9K	Hold	500	–	–	﹤0.01%	303
2015 Q2	$9K	Hold	500	–	–	﹤0.01%	310
2015 Q1	$12K	Buy	+500	New	+$11.5K	﹤0.01%	294

Other funds holding UBA

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

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

Edge Wealth Management's UBA Position: Q3 2020 in Review

Edge Wealth Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2020, closing a stake of 500 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in UBA in Q1 2015 and held it in 22 quarters. The position peaked at $12K in Q4 2019. 151 funds tracked by Wall St. Rank hold UBA as of Q3 2020.

Edge Wealth Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 500 Urstadt Biddle Properties Inc. Class A shares in Q3 2020, an estimated $6K.
Edge Wealth Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q1 2015 and held it in 22 quarters.
Edge Wealth Management's Urstadt Biddle Properties Inc. Class A position peaked at $12K in Q4 2019.
151 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.