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Gupta Wealth Management’s Urban Edge Properties UE Stock Holding History

Gupta Wealth 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
Q1 		$0 Buy
+2
New +$48 ﹤0.01% 1282
2015
Q2 		– Sell
-2
Closed – – 1325
2015
Q1 		$0 Buy
+2
New +$48 ﹤0.01% 1161

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in Urban Edge Properties (UE) in Q1 2016: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in UE as recently as Q1 2015.

Gupta Wealth Management first reported a position in UE in Q1 2015 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold UE as of Q1 2016.

  • Gupta Wealth Management held 2 shares of Urban Edge Properties worth $0 as of Q1 2016.
  • Urban Edge Properties was a new Gupta Wealth Management position in Q1 2016.
  • Urban Edge Properties made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1282 holding.
  • Gupta Wealth Management first reported a position in Urban Edge Properties in Q1 2015 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2016.

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