WCA
UMH

Waratah Capital Advisors’s UMH Properties UMH Stock Holding History

Waratah Capital Advisors’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
2018
Q4 		– Sell
-36,609
Closed -$573K – 154
2018
Q3 		$573K Sell
36,609
-293,763
-89% -$4.62M 0.06% 127
2018
Q2 		$5.07M Buy
330,372
+87,072
+36% +$1.23M 0.56% 49
2018
Q1 		$3.26M Buy
+243,300
New +$3.17M 0.34% 62

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waratah Capital Advisors's UMH Position: Q4 2018 in Review

Waratah Capital Advisors sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 36,609 shares — an estimated $573K sold.

Waratah Capital Advisors first reported a position in UMH in Q1 2018 and held it in 3 quarters. The position peaked at $5.07M in Q2 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

  • Waratah Capital Advisors reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 36,609 UMH Properties shares in Q4 2018, an estimated $573K.
  • Waratah Capital Advisors first reported a position in UMH Properties in Q1 2018 and held it in 3 quarters.
  • Waratah Capital Advisors's UMH Properties position peaked at $5.07M in Q2 2018.
  • 130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on Waratah Capital Advisors's 13F filing for Q4 2018, filed 6 Feb 2019.