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WealthPLAN Partners’s UDR UDR Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.36K Sell
68
-68
-50% -$2.48K ﹤0.01% 833
2016
Q2 		$2.51K Buy
+136
New +$4.87K ﹤0.01% 2197

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 $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

WealthPLAN Partners's UDR Position: Q3 2016 in Review

WealthPLAN Partners reduced its UDR (UDR) stake by 50% in Q3 2016, selling an estimated $2.48K and leaving 68 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

WealthPLAN Partners first reported a position in UDR in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.51K in Q2 2016. 338 funds tracked by Wall St. Rank hold UDR as of Q3 2016.

  • WealthPLAN Partners held 68 shares of UDR worth $2.36K as of Q3 2016.
  • WealthPLAN Partners sold 68 UDR shares in Q3 2016, an estimated $2.48K.
  • UDR made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #833 holding.
  • WealthPLAN Partners first reported a position in UDR in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's UDR position peaked at $2.51K in Q2 2016.
  • 338 funds tracked by Wall St. Rank held UDR as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.