OFW
UBP

Omnia Family Wealth’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Omnia Family Wealth’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$8K – 640
2017
Q4 		$8K Hold
500
– – ﹤0.01% 309
2017
Q3 		$9K Hold
500
– – ﹤0.01% 286
2017
Q2 		$9K Hold
500
– – ﹤0.01% 306
2017
Q1 		$9K Hold
500
– – ﹤0.01% 305
2016
Q4 		$10K Buy
+500
New +$9.06K 0.01% 292

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Omnia Family Wealth sold out of Urstadt Biddle Properties Inc. (UBP) in Q1 2018, closing a stake of 500 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in UBP in Q4 2016 and held it in 5 quarters. The position peaked at $10K in Q4 2016. 24 funds tracked by Wall St. Rank hold UBP as of Q1 2018.

  • Omnia Family Wealth reported no remaining Urstadt Biddle Properties Inc. position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 500 Urstadt Biddle Properties Inc. shares in Q1 2018, an estimated $8K.
  • Omnia Family Wealth first reported a position in Urstadt Biddle Properties Inc. in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's Urstadt Biddle Properties Inc. position peaked at $10K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q1 2018.

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