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Financial Architects (New Jersey)’s UDR UDR Stock Holding History

Financial Architects (New Jersey)’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
2013
Q3 		– Sell
-216
Closed -$6K – 780
2013
Q2 		$6K Buy
+216
New +$5.36K ﹤0.01% 540

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Architects (New Jersey)'s UDR Position: Q3 2013 in Review

Financial Architects (New Jersey) sold out of UDR (UDR) in Q3 2013, closing a stake of 216 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in UDR in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 265 funds tracked by Wall St. Rank hold UDR as of Q3 2013.

  • Financial Architects (New Jersey) reported no remaining UDR position as of Q3 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 216 UDR shares in Q3 2013, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in UDR in Q2 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s UDR position peaked at $6K in Q2 2013.
  • 265 funds tracked by Wall St. Rank held UDR as of Q3 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2013, filed 25 Nov 2013.