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Joel Isaacson & Co’s Urban Edge Properties UE Stock Holding History

Joel Isaacson & Co’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-670
Closed -$14K – 795
2015
Q3 		$14K Hold
670
– – ﹤0.01% 538
2015
Q2 		$14K Hold
670
– – ﹤0.01% 552
2015
Q1 		$16K Buy
+670
New +$16K ﹤0.01% 526

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joel Isaacson & Co's UE Position: Q4 2015 in Review

Joel Isaacson & Co sold out of Urban Edge Properties (UE) in Q4 2015, closing a stake of 670 shares — an estimated $14K sold.

Joel Isaacson & Co first reported a position in UE in Q1 2015 and held it in 3 quarters. The position peaked at $16K in Q1 2015. 212 funds tracked by Wall St. Rank hold UE as of Q4 2015.

  • Joel Isaacson & Co reported no remaining Urban Edge Properties position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 670 Urban Edge Properties shares in Q4 2015, an estimated $14K.
  • Joel Isaacson & Co first reported a position in Urban Edge Properties in Q1 2015 and held it in 3 quarters.
  • Joel Isaacson & Co's Urban Edge Properties position peaked at $16K in Q1 2015.
  • 212 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.