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Plante Moran Financial Advisors’s Urban Edge Properties UE Stock Holding History

Plante Moran Financial Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17
Closed – – 971
2018
Q1 		$0 Buy
+17
New +$381 ﹤0.01% 1011
2017
Q1 		– Sell
-170
Closed -$5K – 1029
2016
Q4 		$5K Hold
170
– – ﹤0.01% 726
2016
Q3 		$5K Sell
170
-29
-15% -$840 ﹤0.01% 713
2016
Q2 		$6K Buy
199
+10
+5% +$268 ﹤0.01% 612
2016
Q1 		$5K Buy
189
+49
+35% +$1.18K ﹤0.01% 592
2015
Q4 		$3K Buy
+140
New +$3.27K ﹤0.01% 829

Other funds holding UE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return