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Rowland Carmichael Advisors’s Urban Edge Properties UE Stock Holding History

Rowland Carmichael 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
Q4 		– Sell
-10,000
Closed -$221K – 362
2018
Q3 		$221K Buy
10,000
+1,000
+11% +$22.5K 0.09% 247
2018
Q2 		$206K Buy
+9,000
New +$192K 0.09% 263
2018
Q1 		– Sell
-8,000
Closed -$204K – 331
2017
Q4 		$204K Buy
+8,000
New +$199K 0.11% 245

Other funds holding UE

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Rowland Carmichael Advisors's UE Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Urban Edge Properties (UE) in Q4 2018, closing a stake of 10,000 shares — an estimated $221K sold.

Rowland Carmichael Advisors first reported a position in UE in Q4 2017 and held it in 3 quarters. The position peaked at $221K in Q3 2018. 227 funds tracked by Wall St. Rank hold UE as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Urban Edge Properties position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 10,000 Urban Edge Properties shares in Q4 2018, an estimated $221K.
  • Rowland Carmichael Advisors first reported a position in Urban Edge Properties in Q4 2017 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Urban Edge Properties position peaked at $221K in Q3 2018.
  • 227 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.