Fiduciary Group’s UMH Properties UMH Stock Holding History

Fiduciary Group’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-17,000	Closed	-$266K	–	183
2018 Q3	$266K	Buy	+17,000	New	+$267K	0.05%	156

Other funds holding UMH

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Group's UMH Position: Q4 2018 in Review

Fiduciary Group sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 17,000 shares — an estimated $266K sold.

Fiduciary Group first reported a position in UMH in Q3 2018 and held it in 1 quarter. The position peaked at $266K in Q3 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

Fiduciary Group reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
Fiduciary Group sold 17,000 UMH Properties shares in Q4 2018, an estimated $266K.
Fiduciary Group first reported a position in UMH Properties in Q3 2018 and held it in 1 quarter.
Fiduciary Group's UMH Properties position peaked at $266K in Q3 2018.
130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on Fiduciary Group's 13F filing for Q4 2018, filed 13 Feb 2019.