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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

SAM

Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

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

Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.