PWPS
UBA

Pinnacle Wealth Planning Services’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,358
Closed -$48K – 2317
2020
Q4 		$48K Buy
+3,358
New +$40K 0.01% 824

Other funds holding UBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's UBA Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2021, closing a stake of 3,358 shares — an estimated $48K sold.

Pinnacle Wealth Planning Services first reported a position in UBA in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 141 funds tracked by Wall St. Rank hold UBA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,358 Urstadt Biddle Properties Inc. Class A shares in Q1 2021, an estimated $48K.
  • Pinnacle Wealth Planning Services first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Urstadt Biddle Properties Inc. Class A position peaked at $48K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.