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Waddell & Reed Financial’s UDR UDR Stock Holding History

Waddell & Reed Financial’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
-34,572
Closed -$881K – 582
2013
Q2 		$881K Buy
+34,572
New +$857K ﹤0.01% 525

Other funds holding UDR

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waddell & Reed Financial's UDR Position: Q3 2013 in Review

Waddell & Reed Financial sold out of UDR (UDR) in Q3 2013, closing a stake of 34,572 shares — an estimated $881K sold.

Waddell & Reed Financial first reported a position in UDR in Q2 2013 and held it in 1 quarter. The position peaked at $881K in Q2 2013. 265 funds tracked by Wall St. Rank hold UDR as of Q3 2013.

  • Waddell & Reed Financial reported no remaining UDR position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 34,572 UDR shares in Q3 2013, an estimated $881K.
  • Waddell & Reed Financial first reported a position in UDR in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's UDR position peaked at $881K in Q2 2013.
  • 265 funds tracked by Wall St. Rank held UDR as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.