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

Evercore 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
2016 Q1	–	Sell	-5,184	Closed	-$100K	–	1061
2015 Q4	$100K	Hold	5,184	–	–	﹤0.01%	474
2015 Q3	$97K	Hold	5,184	–	–	﹤0.01%	492
2015 Q2	$97K	Hold	5,184	–	–	﹤0.01%	523
2015 Q1	$120K	Hold	5,184	–	–	0.01%	504
2014 Q4	$113K	Hold	5,184	–	–	0.01%	443
2014 Q3	$105K	Hold	5,184	–	–	0.01%	508
2014 Q2	$108K	Hold	5,184	–	–	0.01%	497
2014 Q1	$107K	Hold	5,184	–	–	0.01%	472
2013 Q4	$96K	Hold	5,184	–	–	0.01%	463
2013 Q3	$103K	Sell	5,184 -2,559	-33%	-$52.4K	0.01%	483
2013 Q2	$157K	Buy	+7,743	New	+$168K	0.01%	430

Other funds holding UBA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PHAM

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

Evercore Wealth Management's UBA Position: Q1 2016 in Review

Evercore Wealth Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2016, closing a stake of 5,184 shares — an estimated $100K sold.

Evercore Wealth Management first reported a position in UBA in Q2 2013 and held it in 11 quarters. The position peaked at $157K in Q2 2013. 150 funds tracked by Wall St. Rank hold UBA as of Q1 2016.

Evercore Wealth Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 5,184 Urstadt Biddle Properties Inc. Class A shares in Q1 2016, an estimated $100K.
Evercore Wealth Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's Urstadt Biddle Properties Inc. Class A position peaked at $157K in Q2 2013.
150 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.