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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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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
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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