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WealthTrust-Arizona’s Urban Edge Properties UE Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$9K Hold
566
– – 0.01% 395
2018
Q3 		$12K Hold
566
– – 0.01% 384
2018
Q2 		$13K Buy
+566
New +$12.1K 0.01% 352

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

WealthTrust-Arizona's UE Position: Q4 2018 in Review

WealthTrust-Arizona held its Urban Edge Properties (UE) position steady in Q4 2018 at 566 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #395.

WealthTrust-Arizona first reported a position in UE in Q2 2018 and has held it in 3 quarters since. The position peaked at $13K in Q2 2018. 227 funds tracked by Wall St. Rank hold UE as of Q4 2018.

  • WealthTrust-Arizona held 566 shares of Urban Edge Properties worth $9K as of Q4 2018.
  • WealthTrust-Arizona left its Urban Edge Properties share count unchanged in Q4 2018.
  • Urban Edge Properties made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #395 holding.
  • WealthTrust-Arizona first reported a position in Urban Edge Properties in Q2 2018 and has held it in 3 quarters since.
  • WealthTrust-Arizona's Urban Edge Properties position peaked at $13K in Q2 2018.
  • 227 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.