TL
UBA

TrueWealth LLC’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

TrueWealth LLC’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$2K Hold
200
– – ﹤0.01% 661
2020
Q1 		$3K Hold
200
– – ﹤0.01% 631
2019
Q4 		$5K Buy
+200
New +$4.8K ﹤0.01% 582

Other funds holding UBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's UBA Position: Q2 2020 in Review

TrueWealth LLC held its Urstadt Biddle Properties Inc. Class A (UBA) position steady in Q2 2020 at 200 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

TrueWealth LLC first reported a position in UBA in Q4 2019 and has held it in 3 quarters since. The position peaked at $5K in Q4 2019. 154 funds tracked by Wall St. Rank hold UBA as of Q2 2020.

  • TrueWealth LLC held 200 shares of Urstadt Biddle Properties Inc. Class A worth $2K as of Q2 2020.
  • TrueWealth LLC left its Urstadt Biddle Properties Inc. Class A share count unchanged in Q2 2020.
  • Urstadt Biddle Properties Inc. Class A made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #661 holding.
  • TrueWealth LLC first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2019 and has held it in 3 quarters since.
  • TrueWealth LLC's Urstadt Biddle Properties Inc. Class A position peaked at $5K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.