GWAG
UMH

Garrett Wealth Advisory Group’s UMH Properties UMH Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-113
Closed -$1.59K – 603
2019
Q3 		$1.59K Buy
+113
New +$1.47K ﹤0.01% 618

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's UMH Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of UMH Properties (UMH) in Q4 2019, closing a stake of 113 shares — an estimated $1.59K sold.

Garrett Wealth Advisory Group first reported a position in UMH in Q3 2019 and held it in 1 quarter. The position peaked at $1.59K in Q3 2019. 128 funds tracked by Wall St. Rank hold UMH as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining UMH Properties position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 113 UMH Properties shares in Q4 2019, an estimated $1.59K.
  • Garrett Wealth Advisory Group first reported a position in UMH Properties in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's UMH Properties position peaked at $1.59K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held UMH Properties as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.