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Herndon Capital Management’s UDR UDR Stock Holding History

Herndon Capital 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
Q4 		– Sell
-25
Closed -$1K – 527
2016
Q3 		$1K Hold
25
– – ﹤0.01% 544
2016
Q2 		$1K Buy
+25
New +$896 ﹤0.01% 558

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 $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Herndon Capital Management's UDR Position: Q4 2016 in Review

Herndon Capital Management sold out of UDR (UDR) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in UDR in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 348 funds tracked by Wall St. Rank hold UDR as of Q4 2016.

  • Herndon Capital Management reported no remaining UDR position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 25 UDR shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in UDR in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's UDR position peaked at $1K in Q3 2016.
  • 348 funds tracked by Wall St. Rank held UDR as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.