VFA
UMH

Virtus Fund Advisers’s UMH Properties UMH Stock Holding History

Virtus Fund Advisers’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 		– Sell
-1,638
Closed -$16K – 1910
2014
Q2 		$16K Buy
+1,638
New +$16.2K ﹤0.01% 2573

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

Virtus Fund Advisers's UMH Position: Q3 2014 in Review

Virtus Fund Advisers sold out of UMH Properties (UMH) in Q3 2014, closing a stake of 1,638 shares — an estimated $16K sold.

Virtus Fund Advisers first reported a position in UMH in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 76 funds tracked by Wall St. Rank hold UMH as of Q3 2014.

  • Virtus Fund Advisers reported no remaining UMH Properties position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,638 UMH Properties shares in Q3 2014, an estimated $16K.
  • Virtus Fund Advisers first reported a position in UMH Properties in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's UMH Properties position peaked at $16K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held UMH Properties as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.