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UBS’s UDR UDR Stock Holding History

UBS’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 		$2.37M Sell
87,054
-41,270
-32% -$1.19M ﹤0.01% 2757
2014
Q2 		$3.67M Buy
128,324
+41,668
+48% +$1.12M ﹤0.01% 2250
2014
Q1 		$2.24M Sell
86,656
-60,210
-41% -$1.51M ﹤0.01% 2667
2013
Q4 		$3.43M Buy
146,866
+36,384
+33% +$872K ﹤0.01% 2241
2013
Q3 		$2.62M Sell
110,482
-129,536
-54% -$3.15M ﹤0.01% 2325
2013
Q2 		$6.12M Buy
+240,018
New +$5.95M 0.01% 1436

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $3.37T AUM 44.26% 1-Year Est. Return

UBS's UDR Position: Q3 2014 in Review

UBS reduced its UDR (UDR) stake by 32% in Q3 2014, selling an estimated $1.19M and leaving 87,054 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

UBS first reported a position in UDR in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.12M in Q2 2013. 302 funds tracked by Wall St. Rank hold UDR as of Q3 2014.

  • UBS held 87,054 shares of UDR worth $2.37M as of Q3 2014.
  • UBS sold 41,270 UDR shares in Q3 2014, an estimated $1.19M.
  • UDR made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2757 holding.
  • UBS first reported a position in UDR in Q2 2013 and has held it in 6 quarters since.
  • UBS's UDR position peaked at $6.12M in Q2 2013.
  • 302 funds tracked by Wall St. Rank held UDR as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.