Pacific Financial Group’s UDR UDR Stock Holding History

Pacific Financial Group’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
2015 Q1	–	Sell	-540	Closed	-$17K	–	185
2014 Q4	$17K	Buy	+540	New	+$16.2K	0.01%	121

Other funds holding UDR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Financial Group's UDR Position: Q1 2015 in Review

Pacific Financial Group sold out of UDR (UDR) in Q1 2015, closing a stake of 540 shares — an estimated $17K sold.

Pacific Financial Group first reported a position in UDR in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 311 funds tracked by Wall St. Rank hold UDR as of Q1 2015.

Pacific Financial Group reported no remaining UDR position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 540 UDR shares in Q1 2015, an estimated $17K.
Pacific Financial Group first reported a position in UDR in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's UDR position peaked at $17K in Q4 2014.
311 funds tracked by Wall St. Rank held UDR as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.