First Allied Advisory Services’s UMH Properties UMH Stock Holding History

First Allied Advisory Services’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 Q1	–	Sell	-33,210	Closed	-$495K	–	1481
2017 Q4	$495K	Sell	33,210 -7,131	-18%	-$109K	0.02%	657
2017 Q3	$629K	Buy	+40,341	New	+$646K	0.03%	546
2016 Q4	–	Sell	-43,497	Closed	-$518K	–	1169
2016 Q3	$518K	Buy	+43,497	New	+$526K	0.03%	551

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

Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

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

First Allied Advisory Services's UMH Position: Q1 2018 in Review

First Allied Advisory Services sold out of UMH Properties (UMH) in Q1 2018, closing a stake of 33,210 shares — an estimated $495K sold.

First Allied Advisory Services first reported a position in UMH in Q3 2016 and held it in 3 quarters. The position peaked at $629K in Q3 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q1 2018.

First Allied Advisory Services reported no remaining UMH Properties position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 33,210 UMH Properties shares in Q1 2018, an estimated $495K.
First Allied Advisory Services first reported a position in UMH Properties in Q3 2016 and held it in 3 quarters.
First Allied Advisory Services's UMH Properties position peaked at $629K in Q3 2017.
120 funds tracked by Wall St. Rank held UMH Properties as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.