QI
UMH

QS Investors’s UMH Properties UMH Stock Holding History

QS Investors’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,800
Closed -$59K – 1936
2018
Q3 		$59K Sell
3,800
-6,700
-64% -$105K ﹤0.01% 1471
2018
Q2 		$161K Hold
10,500
– – ﹤0.01% 1276
2018
Q1 		$141K Hold
10,500
– – ﹤0.01% 1294
2017
Q4 		$156K Buy
+10,500
New +$160K ﹤0.01% 1290

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

QS Investors's UMH Position: Q4 2018 in Review

QS Investors sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 3,800 shares — an estimated $59K sold.

QS Investors first reported a position in UMH in Q4 2017 and held it in 4 quarters. The position peaked at $161K in Q2 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

  • QS Investors reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
  • QS Investors sold 3,800 UMH Properties shares in Q4 2018, an estimated $59K.
  • QS Investors first reported a position in UMH Properties in Q4 2017 and held it in 4 quarters.
  • QS Investors's UMH Properties position peaked at $161K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on QS Investors's 13F filing for Q4 2018, filed 14 Feb 2019.