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TD Ameritrade Investment Management’s UDR UDR Stock Holding History

TD Ameritrade Investment 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
2020
Q3 		– Sell
-177
Closed -$7K – 654
2020
Q2 		$7K Sell
177
-18
-9% -$672 ﹤0.01% 475
2020
Q1 		$7K Buy
195
+43
+28% +$1.95K ﹤0.01% 462
2019
Q4 		$7K Sell
152
-68
-31% -$3.27K ﹤0.01% 501
2019
Q3 		$11K Buy
220
+3
+1% +$141 ﹤0.01% 423
2019
Q2 		$10K Sell
217
-20
-8% -$901 ﹤0.01% 399
2019
Q1 		$11K Sell
237
-56
-19% -$2.43K ﹤0.01% 338
2018
Q4 		$12K Buy
293
+216
+281% +$8.73K ﹤0.01% 333
2018
Q3 		$3K Buy
+77
New +$3K ﹤0.01% 468

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Ameritrade Investment Management's UDR Position: Q3 2020 in Review

TD Ameritrade Investment Management sold out of UDR (UDR) in Q3 2020, closing a stake of 177 shares — an estimated $7K sold.

TD Ameritrade Investment Management first reported a position in UDR in Q3 2018 and held it in 8 quarters. The position peaked at $12K in Q4 2018. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

  • TD Ameritrade Investment Management reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 177 UDR shares in Q3 2020, an estimated $7K.
  • TD Ameritrade Investment Management first reported a position in UDR in Q3 2018 and held it in 8 quarters.
  • TD Ameritrade Investment Management's UDR position peaked at $12K in Q4 2018.
  • 401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.