MNBTD
UMH

Moody National Bank Trust Division’s UMH Properties UMH Stock Holding History

Moody National Bank Trust Division’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
2019
Q1 		– Sell
-416
Closed -$5K – 1385
2018
Q4 		$5K Buy
+416
New +$5.63K ﹤0.01% 850

Other funds holding UMH

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Moody National Bank Trust Division's UMH Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of UMH Properties (UMH) in Q1 2019, closing a stake of 416 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in UMH in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 129 funds tracked by Wall St. Rank hold UMH as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining UMH Properties position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 416 UMH Properties shares in Q1 2019, an estimated $5K.
  • Moody National Bank Trust Division first reported a position in UMH Properties in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's UMH Properties position peaked at $5K in Q4 2018.
  • 129 funds tracked by Wall St. Rank held UMH Properties as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.