KJWM
UMH

Kiley Juergens Wealth Management’s UMH Properties UMH Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-100
Closed -$1K – 604
2018
Q3 		$1K Hold
100
– – ﹤0.01% 618
2018
Q2 		$1K Buy
+100
New +$1.41K ﹤0.01% 557
2018
Q1 		– Sell
-100
Closed -$1K – 569
2017
Q4 		$1K Buy
+100
New +$1.52K ﹤0.01% 656

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiley Juergens Wealth Management's UMH Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in UMH in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 UMH Properties shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in UMH Properties in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's UMH Properties position peaked at $1K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.