PAS
UMH

Partnervest Advisory Services’s UMH Properties UMH Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,700
Closed -$17K – 747
2014
Q2 		$17K Sell
1,700
-600
-26% -$5.92K 0.01% 580
2014
Q1 		$22K Hold
2,300
– – 0.01% 483
2013
Q4 		$22K Hold
2,300
– – 0.01% 451
2013
Q3 		$23K Hold
2,300
– – 0.01% 428
2013
Q2 		$24K Buy
+2,300
New +$24.8K 0.01% 378

Other funds holding UMH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Partnervest Advisory Services's UMH Position: Q3 2014 in Review

Partnervest Advisory Services sold out of UMH Properties (UMH) in Q3 2014, closing a stake of 1,700 shares — an estimated $17K sold.

Partnervest Advisory Services first reported a position in UMH in Q2 2013 and held it in 5 quarters. The position peaked at $24K in Q2 2013. 76 funds tracked by Wall St. Rank hold UMH as of Q3 2014.

  • Partnervest Advisory Services reported no remaining UMH Properties position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,700 UMH Properties shares in Q3 2014, an estimated $17K.
  • Partnervest Advisory Services first reported a position in UMH Properties in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's UMH Properties position peaked at $24K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held UMH Properties as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.