Old Mutual Customised Solutions’s UDR UDR Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$571K	Hold	15,200	–	–	0.06%	368
2018 Q1	$541K	Hold	15,200	–	–	0.06%	372
2017 Q4	$586K	Buy	15,200 +4,700	+45%	+$183K	0.06%	362
2017 Q3	$399K	Hold	10,500	–	–	0.05%	388
2017 Q2	$409K	Hold	10,500	–	–	0.06%	357
2017 Q1	$381K	Hold	10,500	–	–	0.06%	368
2016 Q4	$383K	Buy	10,500 +3,600	+52%	+$123K	0.07%	327
2016 Q3	$248K	Sell	6,900 -4,900	-42%	-$179K	0.07%	322
2016 Q2	$436K	Hold	11,800	–	–	0.11%	228
2016 Q1	$455K	Hold	11,800	–	–	0.12%	215
2015 Q4	$443K	Buy	11,800 +1,900	+19%	+$68.2K	0.11%	218
2015 Q3	$341K	Hold	9,900	–	–	0.09%	271
2015 Q2	$317K	Hold	9,900	–	–	0.08%	330
2015 Q1	$337K	Sell	9,900 -1,800	-15%	-$59.2K	0.08%	300
2014 Q4	$361K	Hold	11,700	–	–	0.1%	256
2014 Q3	$319K	Sell	11,700 -1,300	-10%	-$37.6K	0.09%	248
2014 Q2	$372K	Hold	13,000	–	–	0.09%	262
2014 Q1	$336K	Buy	13,000 +8,100	+165%	+$203K	0.08%	265
2013 Q4	$114K	Hold	4,900	–	–	0.03%	557
2013 Q3	$116K	Hold	4,900	–	–	0.03%	544
2013 Q2	$125K	Buy	+4,900	New	+$121K	0.04%	532

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return