UAS
HME

United Asset Strategies’s HOME PROPERTIES, INC HME Stock Holding History

United Asset Strategies’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-40,907
Closed -$2.67M – 100
2013
Q2 		$2.67M Buy
+40,907
New +$2.61M 1.76% 17

Other funds holding HME

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

United Asset Strategies's HME Position: Q3 2013 in Review

United Asset Strategies sold out of HOME PROPERTIES, INC (HME) in Q3 2013, closing a stake of 40,907 shares — an estimated $2.67M sold.

United Asset Strategies first reported a position in HME in Q2 2013 and held it in 1 quarter. The position peaked at $2.67M in Q2 2013. 256 funds tracked by Wall St. Rank hold HME as of Q3 2013.

  • United Asset Strategies reported no remaining HOME PROPERTIES, INC position as of Q3 2013 after selling out during the quarter.
  • United Asset Strategies sold 40,907 HOME PROPERTIES, INC shares in Q3 2013, an estimated $2.67M.
  • United Asset Strategies first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 1 quarter.
  • United Asset Strategies's HOME PROPERTIES, INC position peaked at $2.67M in Q2 2013.
  • 256 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q3 2013.

Based on United Asset Strategies's 13F filing for Q3 2013, filed 8 Nov 2013.