First Personal Financial Services’s Urban Edge Properties UE Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-83	Closed	-$2K	–	919
2018 Q1	$2K	Hold	83	–	–	﹤0.01%	991
2017 Q4	$2K	Hold	83	–	–	﹤0.01%	974
2017 Q3	$2K	Hold	83	–	–	﹤0.01%	816
2017 Q2	$2K	Hold	83	–	–	﹤0.01%	841
2017 Q1	$2K	Hold	83	–	–	﹤0.01%	848
2016 Q4	$2K	Hold	83	–	–	﹤0.01%	889
2016 Q3	$2K	Hold	83	–	–	﹤0.01%	771
2016 Q2	$2K	Buy	+83	New	+$2.22K	﹤0.01%	769
2015 Q2	–	Sell	-5	Closed	-$1K	–	530
2015 Q1	$1K	Buy	+5	New	+$120	﹤0.01%	541

Other funds holding UE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

First Personal Financial Services's UE Position: Q2 2018 in Review

First Personal Financial Services sold out of Urban Edge Properties (UE) in Q2 2018, closing a stake of 83 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in UE in Q1 2015 and held it in 9 quarters. The position peaked at $2K in Q1 2018. 208 funds tracked by Wall St. Rank hold UE as of Q2 2018.

First Personal Financial Services reported no remaining Urban Edge Properties position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 83 Urban Edge Properties shares in Q2 2018, an estimated $2K.
First Personal Financial Services first reported a position in Urban Edge Properties in Q1 2015 and held it in 9 quarters.
First Personal Financial Services's Urban Edge Properties position peaked at $2K in Q1 2018.
208 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.