LA
UBP

LVW Advisors’s Urstadt Biddle Properties Inc. UBP Stock Holding History

LVW Advisors’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,863
Closed -$15K – 122
2017
Q1 		$15K Buy
+14,863
New +$262K 0.01% 121
2016
Q4 		– Sell
-120,177
Closed -$120K – 150
2016
Q3 		$120K Buy
+120,177
New +$2.4M 0.04% 142

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return

LVW Advisors's UBP Position: Q2 2017 in Review

LVW Advisors sold out of Urstadt Biddle Properties Inc. (UBP) in Q2 2017, closing a stake of 14,863 shares — an estimated $15K sold.

LVW Advisors first reported a position in UBP in Q3 2016 and held it in 2 quarters. The position peaked at $120K in Q3 2016. 28 funds tracked by Wall St. Rank hold UBP as of Q2 2017.

  • LVW Advisors reported no remaining Urstadt Biddle Properties Inc. position as of Q2 2017 after selling out during the quarter.
  • LVW Advisors sold 14,863 Urstadt Biddle Properties Inc. shares in Q2 2017, an estimated $15K.
  • LVW Advisors first reported a position in Urstadt Biddle Properties Inc. in Q3 2016 and held it in 2 quarters.
  • LVW Advisors's Urstadt Biddle Properties Inc. position peaked at $120K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q2 2017.

Based on LVW Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.