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Thompson Davis & Co’s UDR UDR Stock Holding History

Thompson Davis & Co’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
2017
Q4 		– Sell
-234
Closed -$9K – 1071
2017
Q3 		$9K Hold
234
– – 0.02% 723
2017
Q2 		$9K Hold
234
– – 0.01% 700
2017
Q1 		$8K Sell
234
-417
-64% -$14.9K 0.01% 774
2016
Q4 		$24K Buy
651
+125
+24% +$4.28K 0.04% 437
2016
Q3 		$19K Hold
526
– – 0.03% 498
2016
Q2 		$19K Buy
526
+266
+102% +$9.53K 0.03% 486
2016
Q1 		$10K Hold
260
– – 0.01% 655
2015
Q4 		$10K Hold
260
– – 0.01% 663
2015
Q3 		$9K Hold
260
– – 0.01% 693
2015
Q2 		$8K Sell
260
-131
-34% -$4.3K 0.01% 781
2015
Q1 		$13K Buy
391
+25
+7% +$822 0.02% 669
2014
Q4 		$11K Hold
366
– – 0.01% 720
2014
Q3 		$10K Buy
+366
New +$10.6K 0.01% 709

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thompson Davis & Co's UDR Position: Q4 2017 in Review

Thompson Davis & Co sold out of UDR (UDR) in Q4 2017, closing a stake of 234 shares — an estimated $9K sold.

Thompson Davis & Co first reported a position in UDR in Q3 2014 and held it in 13 quarters. The position peaked at $24K in Q4 2016. 383 funds tracked by Wall St. Rank hold UDR as of Q4 2017.

  • Thompson Davis & Co reported no remaining UDR position as of Q4 2017 after selling out during the quarter.
  • Thompson Davis & Co sold 234 UDR shares in Q4 2017, an estimated $9K.
  • Thompson Davis & Co first reported a position in UDR in Q3 2014 and held it in 13 quarters.
  • Thompson Davis & Co's UDR position peaked at $24K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held UDR as of Q4 2017.

Based on Thompson Davis & Co's 13F filing for Q4 2017, filed 5 Feb 2018.