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Gupta Wealth Management’s UDR UDR Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$37K Hold
970
– – 0.01% 502
2015
Q4 		$36K Hold
970
– – 0.01% 499
2015
Q3 		$33K Hold
970
– – 0.01% 539
2015
Q2 		$31K Buy
+970
New +$31.9K 0.01% 621

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's UDR Position: Q1 2016 in Review

Gupta Wealth Management held its UDR (UDR) position steady in Q1 2016 at 970 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #502.

Gupta Wealth Management first reported a position in UDR in Q2 2015 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold UDR as of Q1 2016.

  • Gupta Wealth Management held 970 shares of UDR worth $37K as of Q1 2016.
  • Gupta Wealth Management left its UDR share count unchanged in Q1 2016.
  • UDR made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #502 holding.
  • Gupta Wealth Management first reported a position in UDR in Q2 2015 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held UDR as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.