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NCM Capital Advisers’s UDR UDR Stock Holding History

NCM Capital Advisers’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
Q3 		– Sell
-220
Closed -$8K – 90
2016
Q2 		$8K Sell
220
-62
-22% -$2.22K 0.02% 82
2016
Q1 		$11K Hold
282
– – 0.03% 78
2015
Q4 		$11K Sell
282
-30
-10% -$1.08K 0.03% 81
2015
Q3 		$11K Sell
312
-23,538
-99% -$785K 0.03% 81
2015
Q2 		$764K Hold
23,850
– – 1.02% 44
2015
Q1 		$812K Sell
23,850
-2,350
-9% -$77.3K 1.09% 33
2014
Q4 		$807K Hold
26,200
– – 1.13% 36
2014
Q3 		$714K Hold
26,200
– – 1.08% 40
2014
Q2 		$750K Hold
26,200
– – 1.11% 37
2014
Q1 		$677K Sell
26,200
-1,850
-7% -$46.3K 1.06% 43
2013
Q4 		$655K Buy
28,050
+2,200
+9% +$52.7K 0.67% 69
2013
Q3 		$613K Sell
25,850
-2,450
-9% -$59.6K 0.68% 68
2013
Q2 		$721K Buy
+28,300
New +$702K 0.68% 65

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 $51.1B AUM 35.55% 1-Year Est. Return
State Street
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
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

NCM Capital Advisers's UDR Position: Q3 2016 in Review

NCM Capital Advisers sold out of UDR (UDR) in Q3 2016, closing a stake of 220 shares — an estimated $8K sold.

NCM Capital Advisers first reported a position in UDR in Q2 2013 and held it in 13 quarters. The position peaked at $812K in Q1 2015. 337 funds tracked by Wall St. Rank hold UDR as of Q3 2016.

  • NCM Capital Advisers reported no remaining UDR position as of Q3 2016 after selling out during the quarter.
  • NCM Capital Advisers sold 220 UDR shares in Q3 2016, an estimated $8K.
  • NCM Capital Advisers first reported a position in UDR in Q2 2013 and held it in 13 quarters.
  • NCM Capital Advisers's UDR position peaked at $812K in Q1 2015.
  • 337 funds tracked by Wall St. Rank held UDR as of Q3 2016.

Based on NCM Capital Advisers's 13F filing for Q3 2016, filed 7 Nov 2016.