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Ladenburg Thalmann Financial Services’s Urban Edge Properties UE Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$5K Sell
288
-828
-74% -$16.7K ﹤0.01% 4796
2019
Q3 		$22K Buy
1,116
+167
+18% +$2.96K ﹤0.01% 3991
2019
Q2 		$16K Sell
949
-27
-3% -$492 ﹤0.01% 4194
2019
Q1 		$19K Sell
976
-66
-6% -$1.27K ﹤0.01% 4039
2018
Q4 		$17K Buy
1,042
+88
+9% +$1.74K ﹤0.01% 3973
2018
Q3 		$21K Buy
954
+785
+464% +$17.7K ﹤0.01% 3875
2018
Q2 		$4K Hold
169
– – ﹤0.01% 4688
2018
Q1 		$4K Sell
169
-59
-26% -$1.32K ﹤0.01% 4688
2017
Q4 		$6K Hold
228
– – ﹤0.01% 4463
2017
Q3 		$5K Buy
228
+101
+80% +$2.51K ﹤0.01% 4409
2017
Q2 		$3K Sell
127
-50
-28% -$1.26K ﹤0.01% 4498
2017
Q1 		$5K Hold
177
– – ﹤0.01% 4329
2016
Q4 		$5K Sell
177
-7
-4% -$186 ﹤0.01% 4245
2016
Q3 		$5K Hold
184
– – ﹤0.01% 4176
2016
Q2 		$6K Hold
184
– – ﹤0.01% 4056
2016
Q1 		$5K Buy
184
+7
+4% +$169 ﹤0.01% 4088
2015
Q4 		$4K Sell
177
-259
-59% -$6.04K ﹤0.01% 4153
2015
Q3 		$9K Hold
436
– – ﹤0.01% 3608
2015
Q2 		$9K Sell
436
-110
-20% -$2.48K ﹤0.01% 3765
2015
Q1 		$13K Buy
+546
New +$13.1K ﹤0.01% 3467

Other funds holding UE

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Urban Edge Properties (UE) stake by 74% in Q4 2019, selling an estimated $16.7K and leaving 288 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4796.

Ladenburg Thalmann Financial Services first reported a position in UE in Q1 2015 and has held it in 20 quarters since. The position peaked at $22K in Q3 2019. 223 funds tracked by Wall St. Rank hold UE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 288 shares of Urban Edge Properties worth $5K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 828 Urban Edge Properties shares in Q4 2019, an estimated $16.7K.
  • Urban Edge Properties made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4796 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Urban Edge Properties in Q1 2015 and has held it in 20 quarters since.
  • Ladenburg Thalmann Financial Services's Urban Edge Properties position peaked at $22K in Q3 2019.
  • 223 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.