OFW
UBA

Omnia Family Wealth’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Omnia Family Wealth’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$11K – 650
2017
Q4 		$11K Hold
500
– – 0.01% 286
2017
Q3 		$11K Hold
500
– – 0.01% 268
2017
Q2 		$10K Hold
500
– – ﹤0.01% 291
2017
Q1 		$10K Hold
500
– – ﹤0.01% 292
2016
Q4 		$12K Buy
+500
New +$11.1K 0.01% 271

Other funds holding UBA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Omnia Family Wealth's UBA Position: Q1 2018 in Review

Omnia Family Wealth sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2018, closing a stake of 500 shares — an estimated $11K sold.

Omnia Family Wealth first reported a position in UBA in Q4 2016 and held it in 5 quarters. The position peaked at $12K in Q4 2016. 154 funds tracked by Wall St. Rank hold UBA as of Q1 2018.

  • Omnia Family Wealth reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 500 Urstadt Biddle Properties Inc. Class A shares in Q1 2018, an estimated $11K.
  • Omnia Family Wealth first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's Urstadt Biddle Properties Inc. Class A position peaked at $12K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.