STA
UE icon

Summit Trail Advisors’s Urban Edge Properties UE Stock Holding History

Summit Trail Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-360
Closed -$9K – 1583
2017
Q4 		$9K Buy
+360
New +$8.95K ﹤0.01% 1258

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Trail Advisors's UE Position: Q1 2018 in Review

Summit Trail Advisors sold out of Urban Edge Properties (UE) in Q1 2018, closing a stake of 360 shares — an estimated $9K sold.

Summit Trail Advisors first reported a position in UE in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 210 funds tracked by Wall St. Rank hold UE as of Q1 2018.

  • Summit Trail Advisors reported no remaining Urban Edge Properties position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 360 Urban Edge Properties shares in Q1 2018, an estimated $9K.
  • Summit Trail Advisors first reported a position in Urban Edge Properties in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Urban Edge Properties position peaked at $9K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.