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IHT Wealth Management’s UDR UDR Stock Holding History

IHT 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
2018
Q2 		– Sell
-200
Closed -$7K – 1307
2018
Q1 		$7K Buy
200
+100
+100% +$3.52K ﹤0.01% 1274
2017
Q4 		$4K Hold
100
– – ﹤0.01% 1393
2017
Q3 		$4K Hold
100
– – ﹤0.01% 1131
2017
Q2 		$1 Buy
+100
New +$3.81K ﹤0.01% 1368

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IHT Wealth Management's UDR Position: Q2 2018 in Review

IHT Wealth Management sold out of UDR (UDR) in Q2 2018, closing a stake of 200 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in UDR in Q2 2017 and held it in 4 quarters. The position peaked at $7K in Q1 2018. 379 funds tracked by Wall St. Rank hold UDR as of Q2 2018.

  • IHT Wealth Management reported no remaining UDR position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 200 UDR shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in UDR in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's UDR position peaked at $7K in Q1 2018.
  • 379 funds tracked by Wall St. Rank held UDR as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.