Howe & Rusling’s UMH Properties UMH Stock Holding History

Howe & Rusling’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-225	Closed	-$3K	–	932
2018 Q1	$3K	Hold	225	–	–	﹤0.01%	728
2017 Q4	$3K	Hold	225	–	–	﹤0.01%	660
2017 Q3	$3K	Hold	225	–	–	﹤0.01%	694
2017 Q2	$4K	Hold	225	–	–	﹤0.01%	687
2017 Q1	$3K	Sell	225 -65	-22%	-$947	﹤0.01%	778
2016 Q4	$4K	Hold	290	–	–	﹤0.01%	733
2016 Q3	$3K	Hold	290	–	–	﹤0.01%	790
2016 Q2	$3K	Hold	290	–	–	﹤0.01%	759
2016 Q1	$3K	Buy	290 +115	+66%	+$1.11K	﹤0.01%	799
2015 Q4	$2K	Hold	175	–	–	﹤0.01%	852
2015 Q3	$2K	Hold	175	–	–	﹤0.01%	850
2015 Q2	$2K	Hold	175	–	–	﹤0.01%	886
2015 Q1	$2K	Hold	175	–	–	﹤0.01%	795
2014 Q4	$2K	Hold	175	–	–	﹤0.01%	792
2014 Q3	$2K	Buy	+175	New	+$1.75K	﹤0.01%	763

Other funds holding UMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Howe & Rusling's UMH Position: Q2 2018 in Review

Howe & Rusling sold out of UMH Properties (UMH) in Q2 2018, closing a stake of 225 shares — an estimated $3K sold.

Howe & Rusling first reported a position in UMH in Q3 2014 and held it in 15 quarters. The position peaked at $4K in Q2 2017. 119 funds tracked by Wall St. Rank hold UMH as of Q2 2018.

Howe & Rusling reported no remaining UMH Properties position as of Q2 2018 after selling out during the quarter.
Howe & Rusling sold 225 UMH Properties shares in Q2 2018, an estimated $3K.
Howe & Rusling first reported a position in UMH Properties in Q3 2014 and held it in 15 quarters.
Howe & Rusling's UMH Properties position peaked at $4K in Q2 2017.
119 funds tracked by Wall St. Rank held UMH Properties as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.