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 – 223
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

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LPC
Loeb Partners Corp New York $4.86M AUM 7.22% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Smith & Howard Wealth Management's UBP Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Urstadt Biddle Properties Inc. (UBP) in Q1 2014, closing a stake of 500 shares — an estimated $9K sold.

Smith & Howard Wealth Management first reported a position in UBP in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q4 2013. 22 funds tracked by Wall St. Rank hold UBP as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Urstadt Biddle Properties Inc. position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 500 Urstadt Biddle Properties Inc. shares in Q1 2014, an estimated $9K.
  • Smith & Howard Wealth Management first reported a position in Urstadt Biddle Properties Inc. in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Urstadt Biddle Properties Inc. position peaked at $9K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.