NFA
UMH

Nationwide Fund Advisors’s UMH Properties UMH Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-51,673
Closed -$804K – 1990
2017
Q3 		$804K Buy
51,673
+36,060
+231% +$577K ﹤0.01% 1925
2017
Q2 		$266K Buy
15,613
+1,007
+7% +$16.6K ﹤0.01% 2504
2017
Q1 		$222K Sell
14,606
-805
-5% -$11.7K ﹤0.01% 2541
2016
Q4 		$232K Hold
15,411
– – ﹤0.01% 2532
2016
Q3 		$184K Hold
15,411
– – ﹤0.01% 2664
2016
Q2 		$173K Hold
15,411
– – ﹤0.01% 2678
2016
Q1 		$153K Buy
15,411
+1,144
+8% +$11K ﹤0.01% 2651
2015
Q4 		$144K Hold
14,267
– – ﹤0.01% 2707
2015
Q3 		$133K Hold
14,267
– – ﹤0.01% 2781
2015
Q2 		$140K Sell
14,267
-609
-4% -$6.09K ﹤0.01% 2898
2015
Q1 		$150K Sell
14,876
-7
-0% -$68 ﹤0.01% 2834
2014
Q4 		$142K Buy
14,883
+208
+1% +$2K ﹤0.01% 2804
2014
Q3 		$139K Buy
14,675
+202
+1% +$2.01K ﹤0.01% 2860
2014
Q2 		$145K Buy
14,473
+997
+7% +$9.84K ﹤0.01% 2896
2014
Q1 		$132K Buy
13,476
+742
+6% +$7.01K ﹤0.01% 2653
2013
Q4 		$120K Buy
12,734
+34
+0.3% +$331 ﹤0.01% 2898
2013
Q3 		$126K Buy
12,700
+1,819
+17% +$18.7K ﹤0.01% 2872
2013
Q2 		$112K Buy
+10,881
New +$117K ﹤0.01% 2758

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
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nationwide Fund Advisors's UMH Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of UMH Properties (UMH) in Q4 2017, closing a stake of 51,673 shares — an estimated $804K sold.

Nationwide Fund Advisors first reported a position in UMH in Q2 2013 and held it in 18 quarters. The position peaked at $804K in Q3 2017. 120 funds tracked by Wall St. Rank hold UMH as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining UMH Properties position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 51,673 UMH Properties shares in Q4 2017, an estimated $804K.
  • Nationwide Fund Advisors first reported a position in UMH Properties in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's UMH Properties position peaked at $804K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held UMH Properties as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.