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Weaver C. Barksdale & Associates’s UDR UDR Stock Holding History

Weaver C. Barksdale & Associates’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
Q1 		– Sell
-97
Closed -$4K – 558
2015
Q4 		$4K Sell
97
-14
-13% -$502 ﹤0.01% 418
2015
Q3 		$4K Sell
111
-8
-7% -$267 ﹤0.01% 418
2015
Q2 		$4K Buy
119
+10
+9% +$328 ﹤0.01% 427
2015
Q1 		$4K Hold
109
– – ﹤0.01% 431
2014
Q4 		$3K Sell
109
-16
-13% -$480 ﹤0.01% 461
2014
Q3 		$3K Sell
125
-5
-4% -$145 ﹤0.01% 451
2014
Q2 		$4K Hold
130
– – ﹤0.01% 422
2014
Q1 		$3K Buy
130
+5
+4% +$125 ﹤0.01% 463
2013
Q4 		$3K Hold
125
– – ﹤0.01% 464
2013
Q3 		$3K Hold
125
– – ﹤0.01% 457
2013
Q2 		$3K Buy
+125
New +$3.1K ﹤0.01% 447

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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