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Paces Ferry Wealth Advisors’s Urban Edge Properties UE Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-62
Closed -$1K – 1049
2020
Q3 		$1K Buy
+62
New +$660 ﹤0.01% 991

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State Street
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Invesco
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AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paces Ferry Wealth Advisors's UE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Urban Edge Properties (UE) in Q4 2020, closing a stake of 62 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in UE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 180 funds tracked by Wall St. Rank hold UE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Urban Edge Properties position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 62 Urban Edge Properties shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Urban Edge Properties in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Urban Edge Properties position peaked at $1K in Q3 2020.
  • 180 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.