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Wealthfront’s Urban Edge Properties UE Stock Holding History

Wealthfront’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-457
Closed -$10K – 1007
2015
Q3 		$10K Buy
457
+128
+39% +$2.74K ﹤0.01% 963
2015
Q2 		$7K Buy
329
+87
+36% +$1.96K ﹤0.01% 964
2015
Q1 		$6K Buy
+242
New +$5.79K ﹤0.01% 761

Other funds holding UE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's UE Position: Q4 2015 in Review

Wealthfront sold out of Urban Edge Properties (UE) in Q4 2015, closing a stake of 457 shares — an estimated $10K sold.

Wealthfront first reported a position in UE in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q3 2015. 212 funds tracked by Wall St. Rank hold UE as of Q4 2015.

  • Wealthfront reported no remaining Urban Edge Properties position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 457 Urban Edge Properties shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in Urban Edge Properties in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Urban Edge Properties position peaked at $10K in Q3 2015.
  • 212 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.