FFA
UBP

Founders Financial Alliance’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Founders Financial Alliance’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$3K – 1329
2020
Q3 		$3K Buy
+300
New +$2.65K ﹤0.01% 1169

Other funds holding UBP

PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Founders Financial Alliance's UBP Position: Q4 2020 in Review

Founders Financial Alliance sold out of Urstadt Biddle Properties Inc. (UBP) in Q4 2020, closing a stake of 300 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in UBP in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 21 funds tracked by Wall St. Rank hold UBP as of Q4 2020.

  • Founders Financial Alliance reported no remaining Urstadt Biddle Properties Inc. position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 300 Urstadt Biddle Properties Inc. shares in Q4 2020, an estimated $3K.
  • Founders Financial Alliance first reported a position in Urstadt Biddle Properties Inc. in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Urstadt Biddle Properties Inc. position peaked at $3K in Q3 2020.
  • 21 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.