SWP
UBA

Stratos Wealth Partners’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Stratos Wealth Partners’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,037
Closed -$22K – 3033
2018
Q3 		$22K Buy
+1,037
New +$22.9K ﹤0.01% 1846
2018
Q2 		– Sell
-900
Closed -$17K – 3141
2018
Q1 		$17K Buy
900
+600
+200% +$11.4K ﹤0.01% 2091
2017
Q4 		$7K Buy
+300
New +$6.71K ﹤0.01% 2307

Other funds holding UBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's UBA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q4 2018, closing a stake of 1,037 shares — an estimated $22K sold.

Stratos Wealth Partners first reported a position in UBA in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 168 funds tracked by Wall St. Rank hold UBA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,037 Urstadt Biddle Properties Inc. Class A shares in Q4 2018, an estimated $22K.
  • Stratos Wealth Partners first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Urstadt Biddle Properties Inc. Class A position peaked at $22K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.