MU Investments Company’s UDR UDR Stock Holding History

MU Investments Company’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	-3,600	Closed	-$138K	–	196
2016 Q1	$138K	Hold	3,600	–	–	0.09%	167
2015 Q4	$135K	Sell	3,600 -1,464	-29%	-$52.5K	0.08%	186
2015 Q3	$173K	Sell	5,064 -5,400	-52%	-$180K	0.09%	192
2015 Q2	$337K	Sell	10,464 -400	-4%	-$13.1K	0.16%	127
2015 Q1	$374K	Sell	10,864 -500	-4%	-$16.4K	0.17%	110
2014 Q4	$359K	Buy	11,364 +600	+6%	+$18K	0.16%	125
2014 Q3	$294K	Sell	10,764 -1,800	-14%	-$52.1K	0.14%	136
2014 Q2	$360K	Sell	12,564 -1,300	-9%	-$35K	0.16%	134
2014 Q1	$356K	Buy	13,864 +13,000	+1,505%	+$325K	0.17%	147
2013 Q4	$20K	Hold	864	–	–	0.01%	324
2013 Q3	$21K	Hold	864	–	–	0.01%	310
2013 Q2	$22K	Buy	+864	New	+$21.4K	0.01%	313

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MU Investments Company's UDR Position: Q2 2016 in Review

MU Investments Company sold out of UDR (UDR) in Q2 2016, closing a stake of 3,600 shares — an estimated $138K sold.

MU Investments Company first reported a position in UDR in Q2 2013 and held it in 12 quarters. The position peaked at $374K in Q1 2015. 346 funds tracked by Wall St. Rank hold UDR as of Q2 2016.

MU Investments Company reported no remaining UDR position as of Q2 2016 after selling out during the quarter.
MU Investments Company sold 3,600 UDR shares in Q2 2016, an estimated $138K.
MU Investments Company first reported a position in UDR in Q2 2013 and held it in 12 quarters.
MU Investments Company's UDR position peaked at $374K in Q1 2015.
346 funds tracked by Wall St. Rank held UDR as of Q2 2016.

Based on MU Investments Company's 13F filing for Q2 2016, filed 27 Jul 2016.