FAM
UE icon

Formidable Asset Management’s Urban Edge Properties UE Stock Holding History

Formidable Asset Management’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
Q2 		– Sell
-102
Closed -$2K – 401
2016
Q1 		$2K Sell
102
-41
-29% -$987 ﹤0.01% 467
2015
Q4 		$3K Hold
143
– – ﹤0.01% 494
2015
Q3 		$3K Buy
+143
New +$3.06K ﹤0.01% 549

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Formidable Asset Management's UE Position: Q2 2016 in Review

Formidable Asset Management sold out of Urban Edge Properties (UE) in Q2 2016, closing a stake of 102 shares — an estimated $2K sold.

Formidable Asset Management first reported a position in UE in Q3 2015 and held it in 3 quarters. The position peaked at $3K in Q4 2015. 219 funds tracked by Wall St. Rank hold UE as of Q2 2016.

  • Formidable Asset Management reported no remaining Urban Edge Properties position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 102 Urban Edge Properties shares in Q2 2016, an estimated $2K.
  • Formidable Asset Management first reported a position in Urban Edge Properties in Q3 2015 and held it in 3 quarters.
  • Formidable Asset Management's Urban Edge Properties position peaked at $3K in Q4 2015.
  • 219 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.