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Wealthspire Advisors (Maryland)’s Urban Edge Properties UE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-14,267
Closed -$169K – 547
2020
Q2 		$169K Buy
14,267
+318
+2% +$3.19K 0.01% 425
2020
Q1 		$123K Buy
13,949
+291
+2% +$4.78K 0.01% 410
2019
Q4 		$262K Hold
13,658
– – 0.02% 410
2019
Q3 		$270K Sell
13,658
-171
-1% -$3.04K 0.02% 374
2019
Q2 		$240K Buy
13,829
+221
+2% +$4.03K 0.02% 402
2019
Q1 		$259K Buy
13,608
+21
+0.2% +$406 0.02% 392
2018
Q4 		$226K Sell
13,587
-36
-0.3% -$710 0.02% 378
2018
Q3 		$301K Hold
13,623
– – 0.02% 358
2018
Q2 		$312K Buy
13,623
+70
+0.5% +$1.49K 0.03% 349
2018
Q1 		$289K Sell
13,553
-14
-0.1% -$314 0.03% 369
2017
Q4 		$346K Buy
13,567
+61
+0.5% +$1.52K 0.03% 338
2017
Q3 		$326K Sell
13,506
-44
-0.3% -$1.09K 0.04% 342
2017
Q2 		$322K Sell
13,550
-190
-1% -$4.78K 0.04% 332
2017
Q1 		$361K Hold
13,740
– – 0.05% 250
2016
Q4 		$378K Buy
13,740
+13,682
+23,590% +$363K 0.06% 229
2016
Q3 		$2K Hold
58
– – ﹤0.01% 1574
2016
Q2 		$2K Sell
58
-1,532
-96% -$41K ﹤0.01% 1537
2016
Q1 		$41K Buy
1,590
+1,532
+2,641% +$36.9K 0.01% 754
2015
Q4 		$1K Buy
+58
New +$1.35K ﹤0.01% 1655

Other funds holding UE

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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Urban Edge Properties (UE) in Q3 2020, closing a stake of 14,267 shares — an estimated $169K sold.

Wealthspire Advisors (Maryland) first reported a position in UE in Q4 2015 and held it in 19 quarters. The position peaked at $378K in Q4 2016. 199 funds tracked by Wall St. Rank hold UE as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Urban Edge Properties position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14,267 Urban Edge Properties shares in Q3 2020, an estimated $169K.
  • Wealthspire Advisors (Maryland) first reported a position in Urban Edge Properties in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Urban Edge Properties position peaked at $378K in Q4 2016.
  • 199 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.