Genesis Wealth Advisors’s UDR UDR Stock Holding History

Genesis Wealth Advisors’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,000	Closed	-$31.6K	–	474
2014 Q4	$31.6K	Buy	+1,000	New	+$30K	0.03%	263

Other funds holding UDR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genesis Wealth Advisors's UDR Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of UDR (UDR) in Q1 2015, closing a stake of 1,000 shares — an estimated $31.6K sold.

Genesis Wealth Advisors first reported a position in UDR in Q4 2014 and held it in 1 quarter. The position peaked at $31.6K in Q4 2014. 311 funds tracked by Wall St. Rank hold UDR as of Q1 2015.

Genesis Wealth Advisors reported no remaining UDR position as of Q1 2015 after selling out during the quarter.
Genesis Wealth Advisors sold 1,000 UDR shares in Q1 2015, an estimated $31.6K.
Genesis Wealth Advisors first reported a position in UDR in Q4 2014 and held it in 1 quarter.
Genesis Wealth Advisors's UDR position peaked at $31.6K in Q4 2014.
311 funds tracked by Wall St. Rank held UDR as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.