Personal Capital Advisors’s UDR UDR Stock Holding History

Personal Capital 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
2019 Q3	–	Sell	-6,931	Closed	-$311K	–	367
2019 Q2	$311K	Buy	+6,931	New	+$312K	﹤0.01%	271

Other funds holding UDR

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal Capital Advisors's UDR Position: Q3 2019 in Review

Personal Capital Advisors sold out of UDR (UDR) in Q3 2019, closing a stake of 6,931 shares — an estimated $311K sold.

Personal Capital Advisors first reported a position in UDR in Q2 2019 and held it in 1 quarter. The position peaked at $311K in Q2 2019. 424 funds tracked by Wall St. Rank hold UDR as of Q3 2019.

Personal Capital Advisors reported no remaining UDR position as of Q3 2019 after selling out during the quarter.
Personal Capital Advisors sold 6,931 UDR shares in Q3 2019, an estimated $311K.
Personal Capital Advisors first reported a position in UDR in Q2 2019 and held it in 1 quarter.
Personal Capital Advisors's UDR position peaked at $311K in Q2 2019.
424 funds tracked by Wall St. Rank held UDR as of Q3 2019.

Based on Personal Capital Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.