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Stux Capital Management’s UDR UDR Stock Holding History

Stux Capital Management’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$378K Buy
13,200
+2,600
+25% +$70K 0.05% 351
2014
Q1 		$274K Sell
10,600
-900
-8% -$22.5K 0.03% 373
2013
Q4 		$269K Buy
11,500
+400
+4% +$9.59K 0.03% 360
2013
Q3 		$263K Sell
11,100
-1,300
-10% -$31.6K 0.03% 323
2013
Q2 		$316K Buy
+12,400
New +$307K 0.04% 317

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stux Capital Management's UDR Position: Q2 2014 in Review

Stux Capital Management increased its UDR (UDR) stake by 25% in Q2 2014, buying an estimated $70K and bringing the position to 13,200 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #351.

Stux Capital Management first reported a position in UDR in Q2 2013 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold UDR as of Q2 2014.

  • Stux Capital Management held 13,200 shares of UDR worth $378K as of Q2 2014.
  • Stux Capital Management bought 2,600 UDR shares in Q2 2014, an estimated $70K.
  • UDR made up 0.05% of Stux Capital Management's portfolio in Q2 2014, its #351 holding.
  • Stux Capital Management first reported a position in UDR in Q2 2013 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held UDR as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.