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Wealthcare Capital Management’s UDR UDR Stock Holding History

Wealthcare Capital Management’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
2020
Q1 		– Sell
-47
Closed -$2K – 623
2019
Q4 		$2K Buy
+47
New +$2.26K ﹤0.01% 571
2015
Q2 		– Sell
-42
Closed -$1K – 833
2015
Q1 		$1K Buy
+42
New +$1.38K ﹤0.01% 886

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Capital Management's UDR Position: Q1 2020 in Review

Wealthcare Capital Management sold out of UDR (UDR) in Q1 2020, closing a stake of 47 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in UDR in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 391 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

  • Wealthcare Capital Management reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 47 UDR shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in UDR in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's UDR position peaked at $2K in Q4 2019.
  • 391 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.