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
2013 Q3	–	Sell	-300	Closed	-$8K	–	10725
2013 Q2	$8K	Buy	+300	New	+$7.44K	﹤0.01%	8874

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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.