Proficio Capital Partners’s UDR UDR Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-300	Closed	-$13K	–	1444
2019 Q2	$13K	Sell	300 -113	-27%	-$5.09K	﹤0.01%	855
2019 Q1	$19K	Hold	413	–	–	0.01%	677
2018 Q4	$16K	Hold	413	–	–	0.01%	607
2018 Q3	$17K	Buy	413 +35	+9%	+$1.36K	0.01%	654
2018 Q2	$14K	Hold	378	–	–	0.01%	718
2018 Q1	$13K	Buy	378 +102	+37%	+$3.59K	﹤0.01%	741
2017 Q4	$11K	Sell	276 -11	-4%	-$428	﹤0.01%	780
2017 Q3	$11K	Hold	287	–	–	﹤0.01%	767
2017 Q2	$11K	Hold	287	–	–	﹤0.01%	778
2017 Q1	$11K	Buy	287 +7	+3%	+$250	﹤0.01%	797
2016 Q4	$10K	Hold	280	–	–	﹤0.01%	613
2016 Q3	$10K	Hold	280	–	–	0.01%	582
2016 Q2	$10K	Buy	+280	New	+$10K	0.01%	561
2016 Q1	–	Sell	-107	Closed	-$4K	–	1167
2015 Q4	$4K	Buy	+107	New	+$3.84K	﹤0.01%	500

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Proficio Capital Partners's UDR Position: Q3 2019 in Review

Proficio Capital Partners sold out of UDR (UDR) in Q3 2019, closing a stake of 300 shares — an estimated $13K sold.

Proficio Capital Partners first reported a position in UDR in Q4 2015 and held it in 14 quarters. The position peaked at $19K in Q1 2019. 424 funds tracked by Wall St. Rank hold UDR as of Q3 2019.

Proficio Capital Partners reported no remaining UDR position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 300 UDR shares in Q3 2019, an estimated $13K.
Proficio Capital Partners first reported a position in UDR in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's UDR position peaked at $19K in Q1 2019.
424 funds tracked by Wall St. Rank held UDR as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.