Shelton Capital Management’s Urban Edge Properties UE Stock Holding History

Shelton Capital Management’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 Q1	–	Sell	-8,363	Closed	-$213K	–	889
2017 Q4	$213K	Hold	8,363	–	–	0.01%	786
2017 Q3	$202K	Buy	+8,363	New	+$207K	0.01%	793
2017 Q2	–	Sell	-8,363	Closed	-$220K	–	896
2017 Q1	$220K	Hold	8,363	–	–	0.02%	758
2016 Q4	$230K	Hold	8,363	–	–	0.02%	758
2016 Q3	$235K	Hold	8,363	–	–	0.02%	671
2016 Q2	$250K	Hold	8,363	–	–	0.02%	622
2016 Q1	$216K	Buy	+8,363	New	+$201K	0.02%	689
2015 Q2	–	Sell	-8,985	Closed	-$213K	–	807
2015 Q1	$213K	Buy	+8,985	New	+$215K	0.02%	747

Other funds holding UE

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shelton Capital Management's UE Position: Q1 2018 in Review

Shelton Capital Management sold out of Urban Edge Properties (UE) in Q1 2018, closing a stake of 8,363 shares — an estimated $213K sold.

Shelton Capital Management first reported a position in UE in Q1 2015 and held it in 8 quarters. The position peaked at $250K in Q2 2016. 210 funds tracked by Wall St. Rank hold UE as of Q1 2018.

Shelton Capital Management reported no remaining Urban Edge Properties position as of Q1 2018 after selling out during the quarter.
Shelton Capital Management sold 8,363 Urban Edge Properties shares in Q1 2018, an estimated $213K.
Shelton Capital Management first reported a position in Urban Edge Properties in Q1 2015 and held it in 8 quarters.
Shelton Capital Management's Urban Edge Properties position peaked at $250K in Q2 2016.
210 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2018.

Based on Shelton Capital Management's 13F filing for Q1 2018, filed 15 May 2018.