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Financial Architects (New Jersey)’s Urban Edge Properties UE Stock Holding History

Financial Architects (New Jersey)’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-77
Closed -$2K – 1508
2016
Q3 		$2K Hold
77
– – ﹤0.01% 1355
2016
Q2 		$2K Hold
77
– – ﹤0.01% 1343
2016
Q1 		$2K Buy
+77
New +$1.85K ﹤0.01% 1080

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Architects (New Jersey)'s UE Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Urban Edge Properties (UE) in Q4 2016, closing a stake of 77 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in UE in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 223 funds tracked by Wall St. Rank hold UE as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Urban Edge Properties position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 77 Urban Edge Properties shares in Q4 2016, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Urban Edge Properties in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Urban Edge Properties position peaked at $2K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.