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Physicians Financial Services’s UDR UDR Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-108
Closed -$4K – 251
2016
Q4 		$4K Hold
108
– – ﹤0.01% 277
2016
Q3 		$4K Hold
108
– – ﹤0.01% 272
2016
Q2 		$4K Hold
108
– – ﹤0.01% 265
2016
Q1 		$4K Hold
108
– – ﹤0.01% 269
2015
Q4 		$4K Buy
+108
New +$3.88K ﹤0.01% 277

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Physicians Financial Services's UDR Position: Q1 2017 in Review

Physicians Financial Services sold out of UDR (UDR) in Q1 2017, closing a stake of 108 shares — an estimated $4K sold.

Physicians Financial Services first reported a position in UDR in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 354 funds tracked by Wall St. Rank hold UDR as of Q1 2017.

  • Physicians Financial Services reported no remaining UDR position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 108 UDR shares in Q1 2017, an estimated $4K.
  • Physicians Financial Services first reported a position in UDR in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's UDR position peaked at $4K in Q4 2016.
  • 354 funds tracked by Wall St. Rank held UDR as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.