Shelton Capital Management’s UDR UDR Stock Holding History

Shelton Capital Management’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
2017 Q2	–	Sell	-8,433	Closed	-$306K	–	895
2017 Q1	$306K	Buy	+8,433	New	+$301K	0.02%	565
2016 Q3	–	Sell	-24,450	Closed	-$903K	–	831
2016 Q2	$903K	Hold	24,450	–	–	0.08%	212
2016 Q1	$942K	Hold	24,450	–	–	0.09%	207
2015 Q4	$919K	Hold	24,450	–	–	0.09%	205
2015 Q3	$843K	Hold	24,450	–	–	0.09%	200
2015 Q2	$783K	Hold	24,450	–	–	0.08%	231
2015 Q1	$832K	Sell	24,450 -1,498	-6%	-$49.3K	0.09%	227
2014 Q4	$800K	Sell	25,948 -1,498	-5%	-$44.9K	0.09%	213
2014 Q3	$748K	Hold	27,446	–	–	0.1%	211
2014 Q2	$786K	Hold	27,446	–	–	0.11%	195
2014 Q1	$709K	Hold	27,446	–	–	0.1%	203
2013 Q4	$641K	Sell	27,446 -690	-2%	-$16.5K	0.1%	225
2013 Q3	$667K	Hold	28,136	–	–	0.11%	189
2013 Q2	$717K	Buy	+28,136	New	+$698K	0.13%	165

Other funds holding UDR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Shelton Capital Management's UDR Position: Q2 2017 in Review

Shelton Capital Management sold out of UDR (UDR) in Q2 2017, closing a stake of 8,433 shares — an estimated $306K sold.

Shelton Capital Management first reported a position in UDR in Q2 2013 and held it in 14 quarters. The position peaked at $942K in Q1 2016. 361 funds tracked by Wall St. Rank hold UDR as of Q2 2017.

Shelton Capital Management reported no remaining UDR position as of Q2 2017 after selling out during the quarter.
Shelton Capital Management sold 8,433 UDR shares in Q2 2017, an estimated $306K.
Shelton Capital Management first reported a position in UDR in Q2 2013 and held it in 14 quarters.
Shelton Capital Management's UDR position peaked at $942K in Q1 2016.
361 funds tracked by Wall St. Rank held UDR as of Q2 2017.

Based on Shelton Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.