U
UMH.PRA.CL

UBS’s Umh Properties Inc UMH.PRA.CL Stock Holding History

UBS’s Portfolio UMH.PRA.CL Stock Details UMH.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$43K Buy
1,626
+456
+39% +$12K ﹤0.01% 7047
2014
Q2 		$31K Buy
1,170
+370
+46% +$9.71K ﹤0.01% 7540
2014
Q1 		$21K Hold
800
– – ﹤0.01% 8056
2013
Q4 		$20K Sell
800
-890
-53% -$22.7K ﹤0.01% 8196
2013
Q3 		$43K Buy
1,690
+890
+111% +$23K ﹤0.01% 7079
2013
Q2 		$21K Buy
+800
New +$21.4K ﹤0.01% 7871

Other funds holding UMH.PRA.CL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's UMH.PRA.CL Position: Q3 2014 in Review

UBS increased its Umh Properties Inc (UMH.PRA.CL) stake by 39% in Q3 2014, buying an estimated $12K and bringing the position to 1,626 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #7047.

UBS first reported a position in UMH.PRA.CL in Q2 2013 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold UMH.PRA.CL as of Q3 2014.

  • UBS held 1,626 shares of Umh Properties Inc worth $43K as of Q3 2014.
  • UBS bought 456 Umh Properties Inc shares in Q3 2014, an estimated $12K.
  • Umh Properties Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7047 holding.
  • UBS first reported a position in Umh Properties Inc in Q2 2013 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Umh Properties Inc as of Q3 2014.

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