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Peachtree Investment Advisors’s UDR UDR Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-1,475
Closed -$47K – 244
2015
Q2 		$47K Sell
1,475
-1,495
-50% -$49.1K 0.04% 196
2015
Q1 		$101K Sell
2,970
-1,425
-32% -$46.9K 0.07% 159
2014
Q4 		$135K Buy
4,395
+37
+0.8% +$1.11K 0.09% 164
2014
Q3 		$119K Buy
+4,358
New +$126K 0.08% 161

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Peachtree Investment Advisors's UDR Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of UDR (UDR) in Q3 2015, closing a stake of 1,475 shares — an estimated $47K sold.

Peachtree Investment Advisors first reported a position in UDR in Q3 2014 and held it in 4 quarters. The position peaked at $135K in Q4 2014. 314 funds tracked by Wall St. Rank hold UDR as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining UDR position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,475 UDR shares in Q3 2015, an estimated $47K.
  • Peachtree Investment Advisors first reported a position in UDR in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's UDR position peaked at $135K in Q4 2014.
  • 314 funds tracked by Wall St. Rank held UDR as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.