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Index Management Solutions’s UDR UDR Stock Holding History

Index Management Solutions’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
2015
Q3 		$5K Sell
137
-92
-40% -$3.07K 0.01% 625
2015
Q2 		$7K Buy
+229
New +$7.52K 0.01% 657

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Index Management Solutions's UDR Position: Q3 2015 in Review

Index Management Solutions reduced its UDR (UDR) stake by 40% in Q3 2015, selling an estimated $3.07K and leaving 137 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #625.

Index Management Solutions first reported a position in UDR in Q2 2015 and has held it in 2 quarters since. The position peaked at $7K in Q2 2015. 314 funds tracked by Wall St. Rank hold UDR as of Q3 2015.

  • Index Management Solutions held 137 shares of UDR worth $5K as of Q3 2015.
  • Index Management Solutions sold 92 UDR shares in Q3 2015, an estimated $3.07K.
  • UDR made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #625 holding.
  • Index Management Solutions first reported a position in UDR in Q2 2015 and has held it in 2 quarters since.
  • Index Management Solutions's UDR position peaked at $7K in Q2 2015.
  • 314 funds tracked by Wall St. Rank held UDR as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.