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MSI Financial Services’s UDR UDR Stock Holding History

MSI Financial Services’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
Q4 		$13K Hold
344
– – ﹤0.01% 2669
2016
Q3 		$12K Buy
344
+1
+0.3% +$36 ﹤0.01% 2704
2016
Q2 		$13K Buy
343
+137
+67% +$4.91K ﹤0.01% 2614
2016
Q1 		$8K Hold
206
– – ﹤0.01% 2934
2015
Q4 		$8K Buy
206
+44
+27% +$1.58K ﹤0.01% 2845
2015
Q3 		$6K Buy
+162
New +$5.4K ﹤0.01% 2335
2014
Q4 		– Sell
-291
Closed -$8K – 2788
2014
Q3 		$8K Sell
291
-34
-10% -$984 ﹤0.01% 1929
2014
Q2 		$9K Buy
+325
New +$8.75K ﹤0.01% 1860

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
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

MSI Financial Services's UDR Position: Q4 2016 in Review

MSI Financial Services held its UDR (UDR) position steady in Q4 2016 at 344 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

MSI Financial Services first reported a position in UDR in Q2 2014 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold UDR as of Q4 2016.

  • MSI Financial Services held 344 shares of UDR worth $13K as of Q4 2016.
  • MSI Financial Services left its UDR share count unchanged in Q4 2016.
  • UDR made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2669 holding.
  • MSI Financial Services first reported a position in UDR in Q2 2014 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held UDR as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.