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Torch Wealth Management’s UDR UDR Stock Holding History

Torch Wealth 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
Q3 		– Sell
-127
Closed -$4K – 222
2014
Q2 		$4K Hold
127
– – ﹤0.01% 252
2014
Q1 		$3K Hold
127
– – ﹤0.01% 287
2013
Q4 		$3K Buy
+127
New +$3.04K ﹤0.01% 252

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 $63.2B AUM 17.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Torch Wealth Management's UDR Position: Q3 2014 in Review

Torch Wealth Management sold out of UDR (UDR) in Q3 2014, closing a stake of 127 shares — an estimated $4K sold.

Torch Wealth Management first reported a position in UDR in Q4 2013 and held it in 3 quarters. The position peaked at $4K in Q2 2014. 302 funds tracked by Wall St. Rank hold UDR as of Q3 2014.

  • Torch Wealth Management reported no remaining UDR position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 127 UDR shares in Q3 2014, an estimated $4K.
  • Torch Wealth Management first reported a position in UDR in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's UDR position peaked at $4K in Q2 2014.
  • 302 funds tracked by Wall St. Rank held UDR as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.