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Placemark Investments’s UDR UDR Stock Holding History

Placemark 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
2014
Q4 		$1.22M Buy
39,518
+655
+2% +$19.6K 0.02% 792
2014
Q3 		$1.06M Buy
38,863
+175
+0.5% +$5.06K 0.02% 840
2014
Q2 		$1.11M Buy
38,688
+1,055
+3% +$28.4K 0.02% 827
2014
Q1 		$973K Sell
37,633
-78,731
-68% -$1.97M 0.02% 838
2013
Q4 		$2.72M Buy
116,364
+10,568
+10% +$253K 0.04% 462
2013
Q3 		$2.51M Buy
105,796
+14,453
+16% +$352K 0.05% 450
2013
Q2 		$2.33M Buy
+91,343
New +$2.26M 0.05% 438

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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 $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Placemark Investments's UDR Position: Q4 2014 in Review

Placemark Investments increased its UDR (UDR) stake by 1.7% in Q4 2014, buying an estimated $19.6K and bringing the position to 39,518 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #792.

Placemark Investments first reported a position in UDR in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.72M in Q4 2013. 316 funds tracked by Wall St. Rank hold UDR as of Q4 2014.

  • Placemark Investments held 39,518 shares of UDR worth $1.22M as of Q4 2014.
  • Placemark Investments bought 655 UDR shares in Q4 2014, an estimated $19.6K.
  • UDR made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #792 holding.
  • Placemark Investments first reported a position in UDR in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's UDR position peaked at $2.72M in Q4 2013.
  • 316 funds tracked by Wall St. Rank held UDR as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.