MBTD
UDR icon

Mechanics Bank - Trust Department’s UDR UDR Stock Holding History

Mechanics Bank - Trust Department’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
2016
Q2 		– Sell
-6,372
Closed -$245K – 121
2016
Q1 		$245K Sell
6,372
-456
-7% -$16.3K 0.1% 106
2015
Q4 		$256K Hold
6,828
– – 0.1% 106
2015
Q3 		$236K Sell
6,828
-250
-4% -$8.34K 0.09% 107
2015
Q2 		$226K Sell
7,078
-200
-3% -$6.57K 0.08% 121
2015
Q1 		$248K Sell
7,278
-621
-8% -$20.4K 0.08% 121
2014
Q4 		$244K Sell
7,899
-2,518
-24% -$75.5K 0.08% 124
2014
Q3 		$284K Sell
10,417
-2,464
-19% -$71.3K 0.09% 124
2014
Q2 		$369K Sell
12,881
-594
-4% -$16K 0.11% 111
2014
Q1 		$348K Sell
13,475
-433
-3% -$10.8K 0.08% 119
2013
Q4 		$325K Sell
13,908
-324
-2% -$7.76K 0.08% 118
2013
Q3 		$337K Hold
14,232
– – 0.09% 116
2013
Q2 		$363K Buy
+14,232
New +$353K 0.1% 108

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mechanics Bank - Trust Department's UDR Position: Q2 2016 in Review

Mechanics Bank - Trust Department sold out of UDR (UDR) in Q2 2016, closing a stake of 6,372 shares — an estimated $245K sold.

Mechanics Bank - Trust Department first reported a position in UDR in Q2 2013 and held it in 12 quarters. The position peaked at $369K in Q2 2014. 346 funds tracked by Wall St. Rank hold UDR as of Q2 2016.

  • Mechanics Bank - Trust Department reported no remaining UDR position as of Q2 2016 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 6,372 UDR shares in Q2 2016, an estimated $245K.
  • Mechanics Bank - Trust Department first reported a position in UDR in Q2 2013 and held it in 12 quarters.
  • Mechanics Bank - Trust Department's UDR position peaked at $369K in Q2 2014.
  • 346 funds tracked by Wall St. Rank held UDR as of Q2 2016.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2016, filed 19 Jul 2016.