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Haberer Registered Investment Advisor’s UDR UDR Stock Holding History

Haberer Registered Investment Advisor’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
2013
Q4 		– Sell
-127
Closed -$3K – 450
2013
Q3 		$3K Hold
127
– – ﹤0.01% 379
2013
Q2 		$3K Buy
+127
New +$3.15K ﹤0.01% 418

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Haberer Registered Investment Advisor's UDR Position: Q4 2013 in Review

Haberer Registered Investment Advisor sold out of UDR (UDR) in Q4 2013, closing a stake of 127 shares — an estimated $3K sold.

Haberer Registered Investment Advisor first reported a position in UDR in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 277 funds tracked by Wall St. Rank hold UDR as of Q4 2013.

  • Haberer Registered Investment Advisor reported no remaining UDR position as of Q4 2013 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 127 UDR shares in Q4 2013, an estimated $3K.
  • Haberer Registered Investment Advisor first reported a position in UDR in Q2 2013 and held it in 2 quarters.
  • Haberer Registered Investment Advisor's UDR position peaked at $3K in Q3 2013.
  • 277 funds tracked by Wall St. Rank held UDR as of Q4 2013.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2013, filed 9 Jan 2014.