Pinnacle Summer Investments’s UDR UDR Stock Holding History

Pinnacle Summer Investments’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 Q4	$1.19M	Sell	31,645 -35,581	-53%	-$1.28M	0.18%	67
2015 Q3	$2.29M	Buy	67,226 +23,151	+53%	+$772K	0.39%	53
2015 Q2	$1.41M	Sell	44,075 -34,620	-44%	-$1.14M	0.3%	52
2015 Q1	$2.68M	Sell	78,695 -677	-0.9%	-$22.3K	0.37%	49
2014 Q4	$2.55M	Buy	79,372 +5,078	+7%	+$152K	0.31%	56
2014 Q3	$2.02M	Buy	74,294 +10,660	+17%	+$308K	0.22%	69
2014 Q2	$1.82M	Buy	63,634 +23,801	+60%	+$641K	0.21%	68
2014 Q1	$1.03M	Sell	39,833 -264	-0.7%	-$6.61K	0.13%	113
2013 Q4	$936K	Buy	40,097 +223	+0.6%	+$5.34K	0.13%	109
2013 Q3	$945K	Sell	39,874 -19,074	-32%	-$464K	0.17%	101
2013 Q2	$1.5M	Buy	+58,948	New	+$1.46M	0.37%	44

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CIMLRA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Pinnacle Summer Investments's UDR Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its UDR (UDR) stake by 53% in Q4 2015, selling an estimated $1.28M and leaving 31,645 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #67.

Pinnacle Summer Investments first reported a position in UDR in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.68M in Q1 2015. 325 funds tracked by Wall St. Rank hold UDR as of Q4 2015.

Pinnacle Summer Investments held 31,645 shares of UDR worth $1.19M as of Q4 2015.
Pinnacle Summer Investments sold 35,581 UDR shares in Q4 2015, an estimated $1.28M.
UDR made up 0.18% of Pinnacle Summer Investments's portfolio in Q4 2015, its #67 holding.
Pinnacle Summer Investments first reported a position in UDR in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's UDR position peaked at $2.68M in Q1 2015.
325 funds tracked by Wall St. Rank held UDR as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.