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Wealthspire Advisors (Maryland)’s UDR UDR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-523
Closed -$24K – 1937
2019
Q1 		$24K Sell
523
-7
-1% -$304 ﹤0.01% 1209
2018
Q4 		$21K Buy
530
+41
+8% +$1.66K ﹤0.01% 1193
2018
Q3 		$20K Sell
489
-135
-22% -$5.25K ﹤0.01% 1313
2018
Q2 		$23K Buy
624
+172
+38% +$6.22K ﹤0.01% 1267
2018
Q1 		$16K Sell
452
-235
-34% -$8.28K ﹤0.01% 1379
2017
Q4 		$26K Buy
687
+138
+25% +$5.37K ﹤0.01% 1245
2017
Q3 		$21K Buy
549
+216
+65% +$8.38K ﹤0.01% 1290
2017
Q2 		$13K Buy
333
+134
+67% +$5.1K ﹤0.01% 1442
2017
Q1 		$7K Buy
199
+76
+62% +$2.72K ﹤0.01% 1462
2016
Q4 		$4K Buy
123
+29
+31% +$994 ﹤0.01% 1440
2016
Q3 		$4K Buy
+94
New +$3.43K ﹤0.01% 1447

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UDR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of UDR (UDR) in Q2 2019, closing a stake of 523 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in UDR in Q3 2016 and held it in 11 quarters. The position peaked at $26K in Q4 2017. 406 funds tracked by Wall St. Rank hold UDR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining UDR position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 523 UDR shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in UDR in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s UDR position peaked at $26K in Q4 2017.
  • 406 funds tracked by Wall St. Rank held UDR as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.