U
UMH

UBS’s UMH Properties UMH Stock Holding History

UBS’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$126K Buy
13,295
+503
+4% +$5.01K ﹤0.01% 5710
2014
Q2 		$128K Buy
12,792
+2,941
+30% +$29K ﹤0.01% 5655
2014
Q1 		$97K Buy
9,851
+2,416
+32% +$22.8K ﹤0.01% 6013
2013
Q4 		$70K Buy
7,435
+3,140
+73% +$30.6K ﹤0.01% 6513
2013
Q3 		$43K Buy
4,295
+1,003
+30% +$10.3K ﹤0.01% 7068
2013
Q2 		$34K Buy
+3,292
New +$35.4K ﹤0.01% 7232

Other funds holding UMH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

UBS's UMH Position: Q3 2014 in Review

UBS increased its UMH Properties (UMH) stake by 3.9% in Q3 2014, buying an estimated $5.01K and bringing the position to 13,295 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #5710.

UBS first reported a position in UMH in Q2 2013 and has held it in 6 quarters since. The position peaked at $128K in Q2 2014. 76 funds tracked by Wall St. Rank hold UMH as of Q3 2014.

  • UBS held 13,295 shares of UMH Properties worth $126K as of Q3 2014.
  • UBS bought 503 UMH Properties shares in Q3 2014, an estimated $5.01K.
  • UMH Properties made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5710 holding.
  • UBS first reported a position in UMH Properties in Q2 2013 and has held it in 6 quarters since.
  • UBS's UMH Properties position peaked at $128K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held UMH Properties as of Q3 2014.

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