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Nichols & Pratt Advisers’s UDR UDR Stock Holding History

Nichols & Pratt 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
Q4 		– Sell
-5,628
Closed -$203K – 109
2016
Q3 		$203K Sell
5,628
-90
-2% -$3.28K 0.02% 110
2016
Q2 		$211K Hold
5,718
– – 0.02% 113
2016
Q1 		$220K Hold
5,718
– – 0.02% 114
2015
Q4 		$215K Buy
+5,718
New +$205K 0.02% 115
2015
Q2 		– Sell
-5,918
Closed -$201K – 119
2015
Q1 		$201K Buy
+5,918
New +$195K 0.02% 117

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

Nichols & Pratt Advisers's UDR Position: Q4 2016 in Review

Nichols & Pratt Advisers sold out of UDR (UDR) in Q4 2016, closing a stake of 5,628 shares — an estimated $203K sold.

Nichols & Pratt Advisers first reported a position in UDR in Q1 2015 and held it in 5 quarters. The position peaked at $220K in Q1 2016. 348 funds tracked by Wall St. Rank hold UDR as of Q4 2016.

  • Nichols & Pratt Advisers reported no remaining UDR position as of Q4 2016 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 5,628 UDR shares in Q4 2016, an estimated $203K.
  • Nichols & Pratt Advisers first reported a position in UDR in Q1 2015 and held it in 5 quarters.
  • Nichols & Pratt Advisers's UDR position peaked at $220K in Q1 2016.
  • 348 funds tracked by Wall St. Rank held UDR as of Q4 2016.

Based on Nichols & Pratt Advisers's 13F filing for Q4 2016, filed 3 Feb 2017.