La Francaise Forum Securities’s UDR UDR Stock Holding History

La Francaise Forum Securities’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 Q2	–	Sell	-17,300	Closed	-$589K	–	50
2015 Q1	$589K	Hold	17,300	–	–	0.39%	46
2014 Q4	$533K	Buy	+17,300	New	+$519K	0.39%	45
2014 Q3	–	Sell	-60,500	Closed	-$1.73M	–	51
2014 Q2	$1.73M	Sell	60,500 -6,900	-10%	-$186K	0.82%	37
2014 Q1	$1.74M	Buy	67,400 +5,000	+8%	+$125K	0.88%	36
2013 Q4	$1.46M	Hold	62,400	–	–	0.83%	34
2013 Q3	$1.48M	Buy	62,400 +900	+1%	+$21.9K	0.72%	33
2013 Q2	$1.57M	Buy	+61,500	New	+$1.52M	0.93%	33

Other funds holding UDR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

La Francaise Forum Securities's UDR Position: Q2 2015 in Review

La Francaise Forum Securities sold out of UDR (UDR) in Q2 2015, closing a stake of 17,300 shares — an estimated $589K sold.

La Francaise Forum Securities first reported a position in UDR in Q2 2013 and held it in 7 quarters. The position peaked at $1.74M in Q1 2014. 322 funds tracked by Wall St. Rank hold UDR as of Q2 2015.

La Francaise Forum Securities reported no remaining UDR position as of Q2 2015 after selling out during the quarter.
La Francaise Forum Securities sold 17,300 UDR shares in Q2 2015, an estimated $589K.
La Francaise Forum Securities first reported a position in UDR in Q2 2013 and held it in 7 quarters.
La Francaise Forum Securities's UDR position peaked at $1.74M in Q1 2014.
322 funds tracked by Wall St. Rank held UDR as of Q2 2015.

Based on La Francaise Forum Securities's 13F filing for Q2 2015, filed 12 Aug 2015.