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Legacy Financial Advisors’s UDR UDR Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-338
Closed -$15K – 858
2019
Q1 		$15K Hold
338
– – 0.01% 529
2018
Q4 		$13K Buy
+338
New +$13.7K 0.01% 507
2018
Q1 		– Sell
-102
Closed -$3K – 908
2017
Q4 		$3K Buy
+102
New +$3.97K ﹤0.01% 711

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's UDR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of UDR (UDR) in Q2 2019, closing a stake of 338 shares — an estimated $15K sold.

Legacy Financial Advisors first reported a position in UDR in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2019. 406 funds tracked by Wall St. Rank hold UDR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining UDR position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 338 UDR shares in Q2 2019, an estimated $15K.
  • Legacy Financial Advisors first reported a position in UDR in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's UDR position peaked at $15K in Q1 2019.
  • 406 funds tracked by Wall St. Rank held UDR as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.