NWQ Investment Management Company’s Umh Properties Inc UMH.PRA.CL Stock Holding History

NWQ Investment Management Company’s Portfolio UMH.PRA.CL Stock Details UMH.PRA.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-8,356	Closed	-$218K	–	171
2015 Q2	$218K	Sell	8,356 -4,037	-33%	-$105K	﹤0.01%	145
2015 Q1	$321K	Sell	12,393 -26,327	-68%	-$692K	﹤0.01%	153
2014 Q4	$1.02M	Sell	38,720 -5,562	-13%	-$146K	0.01%	161
2014 Q3	$1.17M	Buy	44,282 +30,900	+231%	+$811K	0.01%	169
2014 Q2	$352K	Hold	13,382	–	–	﹤0.01%	176
2014 Q1	$346K	Buy	13,382 +2,000	+18%	+$51K	﹤0.01%	162
2013 Q4	$287K	Buy	11,382 +1,100	+11%	+$28K	﹤0.01%	161
2013 Q3	$263K	Buy	+10,282	New	+$266K	﹤0.01%	150

Other funds holding UMH.PRA.CL

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NWQ Investment Management Company's UMH.PRA.CL Position: Q3 2015 in Review

NWQ Investment Management Company sold out of Umh Properties Inc (UMH.PRA.CL) in Q3 2015, closing a stake of 8,356 shares — an estimated $218K sold.

NWQ Investment Management Company first reported a position in UMH.PRA.CL in Q3 2013 and held it in 8 quarters. The position peaked at $1.17M in Q3 2014. 14 funds tracked by Wall St. Rank hold UMH.PRA.CL as of Q3 2015.

NWQ Investment Management Company reported no remaining Umh Properties Inc position as of Q3 2015 after selling out during the quarter.
NWQ Investment Management Company sold 8,356 Umh Properties Inc shares in Q3 2015, an estimated $218K.
NWQ Investment Management Company first reported a position in Umh Properties Inc in Q3 2013 and held it in 8 quarters.
NWQ Investment Management Company's Umh Properties Inc position peaked at $1.17M in Q3 2014.
14 funds tracked by Wall St. Rank held Umh Properties Inc as of Q3 2015.

Based on NWQ Investment Management Company's 13F filing for Q3 2015, filed 16 Nov 2015.