MFS
UMH

MSI Financial Services’s UMH Properties UMH Stock Holding History

MSI Financial Services’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 		$2K Buy
+150
New +$1.92K ﹤0.01% 3538

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

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

MSI Financial Services opened a new position in UMH Properties (UMH) in Q4 2016: 150 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #3538 among its holdings.

105 funds tracked by Wall St. Rank hold UMH as of Q4 2016.

  • MSI Financial Services held 150 shares of UMH Properties worth $2K as of Q4 2016.
  • UMH Properties was a new MSI Financial Services position in Q4 2016.
  • UMH Properties made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3538 holding.
  • 105 funds tracked by Wall St. Rank held UMH Properties as of Q4 2016.

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