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SHWM
UBP
Smith & Howard Wealth Management’s
Urstadt Biddle Properties Inc.
UBP
Stock Holding History
Smith & Howard Wealth Management’s Portfolio
UBP Stock Details
UBP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q1
–
Sell
-500
Closed
-$9K
–
225
2013
Q4
$9K
Buy
500
+166
+50%
+$2.71K
0.01%
207
2013
Q3
$7K
Hold
334
–
–
﹤0.01%
215
2013
Q2
$7K
Buy
+334
New
+$6.35K
﹤0.01%
193
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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