MTB
UMH

Mizuho Trust & Banking’s UMH Properties UMH Stock Holding History

Mizuho Trust & Banking’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,004
Closed -$72K – 618
2016
Q3 		$72K Buy
6,004
+1,196
+25% +$14.4K ﹤0.01% 826
2016
Q2 		$54K Buy
4,808
+239
+5% +$2.42K ﹤0.01% 840
2016
Q1 		$45K Sell
4,569
-24
-0.5% -$231 ﹤0.01% 833
2015
Q4 		$47K Hold
4,593
– – ﹤0.01% 773
2015
Q3 		$43K Sell
4,593
-905
-16% -$8.62K ﹤0.01% 829
2015
Q2 		$54K Buy
5,498
+270
+5% +$2.7K ﹤0.01% 842
2015
Q1 		$53K Buy
+5,228
New +$50.6K ﹤0.01% 856

Other funds holding UMH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mizuho Trust & Banking's UMH Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of UMH Properties (UMH) in Q4 2016, closing a stake of 6,004 shares — an estimated $72K sold.

Mizuho Trust & Banking first reported a position in UMH in Q1 2015 and held it in 7 quarters. The position peaked at $72K in Q3 2016. 105 funds tracked by Wall St. Rank hold UMH as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining UMH Properties position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 6,004 UMH Properties shares in Q4 2016, an estimated $72K.
  • Mizuho Trust & Banking first reported a position in UMH Properties in Q1 2015 and held it in 7 quarters.
  • Mizuho Trust & Banking's UMH Properties position peaked at $72K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held UMH Properties as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.