TL
UBP

TrueWealth LLC’s Urstadt Biddle Properties Inc. UBP Stock Holding History

TrueWealth LLC’s Portfolio UBP Stock Details UBP 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% 655
2020
Q1 		$2K Hold
200
– – ﹤0.01% 668
2019
Q4 		$4K Buy
+200
New +$3.77K ﹤0.01% 618

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TrueWealth LLC's UBP Position: Q2 2020 in Review

TrueWealth LLC held its Urstadt Biddle Properties Inc. (UBP) position steady in Q2 2020 at 200 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

TrueWealth LLC first reported a position in UBP in Q4 2019 and has held it in 3 quarters since. The position peaked at $4K in Q4 2019. 25 funds tracked by Wall St. Rank hold UBP as of Q2 2020.

  • TrueWealth LLC held 200 shares of Urstadt Biddle Properties Inc. worth $2K as of Q2 2020.
  • TrueWealth LLC left its Urstadt Biddle Properties Inc. share count unchanged in Q2 2020.
  • Urstadt Biddle Properties Inc. made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #655 holding.
  • TrueWealth LLC first reported a position in Urstadt Biddle Properties Inc. in Q4 2019 and has held it in 3 quarters since.
  • TrueWealth LLC's Urstadt Biddle Properties Inc. position peaked at $4K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q2 2020.

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