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Evercore Wealth Management’s UDR UDR Stock Holding History

Evercore 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
2015
Q3 		– Sell
-339
Closed -$11K – 1049
2015
Q2 		$11K Buy
+339
New +$11.1K ﹤0.01% 888
2014
Q1 		– Sell
-2,701
Closed -$63K – 921
2013
Q4 		$63K Buy
+2,701
New +$64.7K ﹤0.01% 527

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's UDR Position: Q3 2015 in Review

Evercore Wealth Management sold out of UDR (UDR) in Q3 2015, closing a stake of 339 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in UDR in Q4 2013 and held it in 2 quarters. The position peaked at $63K in Q4 2013. 314 funds tracked by Wall St. Rank hold UDR as of Q3 2015.

  • Evercore Wealth Management reported no remaining UDR position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 339 UDR shares in Q3 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in UDR in Q4 2013 and held it in 2 quarters.
  • Evercore Wealth Management's UDR position peaked at $63K in Q4 2013.
  • 314 funds tracked by Wall St. Rank held UDR as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.