FineMark National Bank & Trust’s UDR UDR Stock Holding History

FineMark National Bank & Trust’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
2018 Q1	–	Sell	-5,500	Closed	-$212K	–	403
2017 Q4	$212K	Hold	5,500	–	–	0.01%	342
2017 Q3	$209K	Hold	5,500	–	–	0.01%	350
2017 Q2	$214K	Buy	+5,500	New	+$209K	0.02%	329
2017 Q1	–	Sell	-5,500	Closed	-$201K	–	966
2016 Q4	$201K	Buy	+5,500	New	+$188K	0.02%	338
2016 Q2	–	Sell	-1,080	Closed	-$42K	–	1426
2016 Q1	$42K	Hold	1,080	–	–	﹤0.01%	616
2015 Q4	$41K	Hold	1,080	–	–	﹤0.01%	648
2015 Q3	$37K	Sell	1,080 -4,303	-80%	-$143K	0.01%	703
2015 Q2	$172K	Hold	5,383	–	–	0.02%	364
2015 Q1	$183K	Hold	5,383	–	–	0.02%	366
2014 Q4	$166K	Buy	5,383 +4,303	+398%	+$129K	0.02%	387
2014 Q3	$29K	Hold	1,080	–	–	﹤0.01%	786
2014 Q2	$31K	Buy	+1,080	New	+$29.1K	0.01%	764

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

FineMark National Bank & Trust's UDR Position: Q1 2018 in Review

FineMark National Bank & Trust sold out of UDR (UDR) in Q1 2018, closing a stake of 5,500 shares — an estimated $212K sold.

FineMark National Bank & Trust first reported a position in UDR in Q2 2014 and held it in 12 quarters. The position peaked at $214K in Q2 2017. 364 funds tracked by Wall St. Rank hold UDR as of Q1 2018.

FineMark National Bank & Trust reported no remaining UDR position as of Q1 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 5,500 UDR shares in Q1 2018, an estimated $212K.
FineMark National Bank & Trust first reported a position in UDR in Q2 2014 and held it in 12 quarters.
FineMark National Bank & Trust's UDR position peaked at $214K in Q2 2017.
364 funds tracked by Wall St. Rank held UDR as of Q1 2018.

Based on FineMark National Bank & Trust's 13F filing for Q1 2018, filed 26 Apr 2018.