Ferguson Wellman Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,286
| Closed | -$200K | – | 357 |
|
|
2019
Q4 | $200K | Sell |
4,286
-745
| -15% | -$34.8K | 0.01% | 349 |
|
|
2019
Q3 | $244K | Sell |
5,031
-695
| -12% | -$33.7K | 0.01% | 316 |
|
|
2019
Q2 | $257K | Sell |
5,726
-290
| -5% | -$13K | 0.01% | 301 |
|
|
2019
Q1 | $273K | Sell |
6,016
-1,575
| -21% | -$71.5K | 0.01% | 307 |
|
|
2018
Q4 | $301K | Sell |
7,591
-310
| -4% | -$12.3K | 0.01% | 289 |
|
|
2018
Q3 | $319K | Sell |
7,901
-2,055
| -21% | -$83K | 0.01% | 276 |
|
|
2018
Q2 | $374K | Sell |
9,956
-935
| -9% | -$35.1K | 0.01% | 274 |
|
|
2018
Q1 | $388K | Sell |
10,891
-1,305
| -11% | -$46.5K | 0.01% | 269 |
|
|
2017
Q4 | $470K | Sell |
12,196
-1,220
| -9% | -$47K | 0.02% | 250 |
|
|
2017
Q3 | $510K | Sell |
13,416
-490
| -4% | -$18.6K | 0.02% | 234 |
|
|
2017
Q2 | $542K | Sell |
13,906
-935
| -6% | -$36.4K | 0.02% | 226 |
|
|
2017
Q1 | $538K | Sell |
14,841
-150
| -1% | -$5.44K | 0.02% | 225 |
|
|
2016
Q4 | $547K | Sell |
14,991
-690
| -4% | -$25.2K | 0.02% | 223 |
|
|
2016
Q3 | $564K | Sell |
15,681
-1,770
| -10% | -$63.7K | 0.02% | 201 |
|
|
2016
Q2 | $644K | Sell |
17,451
-7,788
| -31% | -$287K | 0.03% | 196 |
|
|
2016
Q1 | $972K | Sell |
25,239
-51,172
| -67% | -$1.97M | 0.04% | 179 |
|
|
2015
Q4 | $2.87M | Buy |
76,411
+720
| +1% | +$27.1K | 0.12% | 144 |
|
|
2015
Q3 | $2.61M | Sell |
75,691
-670
| -0.9% | -$23.1K | 0.12% | 147 |
|
|
2015
Q2 | $2.45M | Buy |
76,361
+95
| +0.1% | +$3.04K | 0.1% | 158 |
|
|
2015
Q1 | $2.6M | Buy |
76,266
+2,145
| +3% | +$73K | 0.11% | 157 |
|
|
2014
Q4 | $2.28M | Buy |
74,121
+2,665
| +4% | +$82.1K | 0.09% | 164 |
|
|
2014
Q3 | $1.95M | Buy |
71,456
+3,125
| +5% | +$85.1K | 0.08% | 168 |
|
|
2014
Q2 | $1.96M | Buy |
68,331
+1,065
| +2% | +$30.5K | 0.08% | 168 |
|
|
2014
Q1 | $1.74M | Buy |
67,266
+2,470
| +4% | +$63.8K | 0.08% | 171 |
|
|
2013
Q4 | $1.51M | Sell |
64,796
-9,900
| -13% | -$231K | 0.07% | 172 |
|
|
2013
Q3 | $1.77M | Buy |
+74,696
| New | +$1.77M | 0.09% | 159 |
|