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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 $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weaver C. Barksdale & Associates's UDR Position: Q1 2016 in Review

Weaver C. Barksdale & Associates sold out of UDR (UDR) in Q1 2016, closing a stake of 97 shares — an estimated $4K sold.

Weaver C. Barksdale & Associates first reported a position in UDR in Q2 2013 and held it in 11 quarters. The position peaked at $4K in Q4 2015. 343 funds tracked by Wall St. Rank hold UDR as of Q1 2016.

  • Weaver C. Barksdale & Associates reported no remaining UDR position as of Q1 2016 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 97 UDR shares in Q1 2016, an estimated $4K.
  • Weaver C. Barksdale & Associates first reported a position in UDR in Q2 2013 and held it in 11 quarters.
  • Weaver C. Barksdale & Associates's UDR position peaked at $4K in Q4 2015.
  • 343 funds tracked by Wall St. Rank held UDR as of Q1 2016.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2016, filed 5 Apr 2016.