Omnia Family Wealth’s UMH Properties UMH Stock Holding History

Omnia Family Wealth’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-105	Closed	-$2K	–	604
2018 Q3	$2K	Hold	105	–	–	﹤0.01%	488
2018 Q2	$2K	Hold	105	–	–	﹤0.01%	469
2018 Q1	$1K	Hold	105	–	–	﹤0.01%	576
2017 Q4	$2K	Hold	105	–	–	﹤0.01%	500
2017 Q3	$2K	Hold	105	–	–	﹤0.01%	510
2017 Q2	$2K	Hold	105	–	–	﹤0.01%	619
2017 Q1	$2K	Hold	105	–	–	﹤0.01%	620
2016 Q4	$2K	Buy	+105	New	+$1.34K	﹤0.01%	628

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

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

DADC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Omnia Family Wealth's UMH Position: Q4 2018 in Review

Omnia Family Wealth sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 105 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in UMH in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

Omnia Family Wealth reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
Omnia Family Wealth sold 105 UMH Properties shares in Q4 2018, an estimated $2K.
Omnia Family Wealth first reported a position in UMH Properties in Q4 2016 and held it in 8 quarters.
Omnia Family Wealth's UMH Properties position peaked at $2K in Q3 2018.
130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.