JOYN Advisors’s Urban Edge Properties UE Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-190	Closed	-$3K	–	1325
2018 Q4	$3K	Sell	190 -393	-67%	-$7.75K	﹤0.01%	1428
2018 Q3	$13K	Buy	583 +79	+16%	+$1.78K	﹤0.01%	853
2018 Q2	$12K	Buy	504 +496	+6,200%	+$10.6K	﹤0.01%	849
2018 Q1	$0	Buy	+8	New	+$179	﹤0.01%	1411

Other funds holding UE

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's UE Position: Q1 2019 in Review

JOYN Advisors sold out of Urban Edge Properties (UE) in Q1 2019, closing a stake of 190 shares — an estimated $3K sold.

JOYN Advisors first reported a position in UE in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 224 funds tracked by Wall St. Rank hold UE as of Q1 2019.

JOYN Advisors reported no remaining Urban Edge Properties position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 190 Urban Edge Properties shares in Q1 2019, an estimated $3K.
JOYN Advisors first reported a position in Urban Edge Properties in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Urban Edge Properties position peaked at $13K in Q3 2018.
224 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.