WA
UBP

WFG Advisors’s Urstadt Biddle Properties Inc. UBP Stock Holding History

WFG Advisors’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,250
Closed -$15K – 2122
2014
Q4 		$15K Hold
1,250
– – ﹤0.01% 1332
2014
Q3 		$21K Hold
1,250
– – ﹤0.01% 1271
2014
Q2 		$22K Hold
1,250
– – ﹤0.01% 1243
2014
Q1 		$22K Hold
1,250
– – ﹤0.01% 1224
2013
Q4 		$20K Hold
1,250
– – ﹤0.01% 1351
2013
Q3 		$21K Hold
1,250
– – ﹤0.01% 1267
2013
Q2 		$23K Buy
+1,250
New +$23.8K ﹤0.01% 1174

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Loeb Partners Corp New York $4.86M AUM 7.22% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WFG Advisors's UBP Position: Q1 2015 in Review

WFG Advisors sold out of Urstadt Biddle Properties Inc. (UBP) in Q1 2015, closing a stake of 1,250 shares — an estimated $15K sold.

WFG Advisors first reported a position in UBP in Q2 2013 and held it in 7 quarters. The position peaked at $23K in Q2 2013. 27 funds tracked by Wall St. Rank hold UBP as of Q1 2015.

  • WFG Advisors reported no remaining Urstadt Biddle Properties Inc. position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,250 Urstadt Biddle Properties Inc. shares in Q1 2015, an estimated $15K.
  • WFG Advisors first reported a position in Urstadt Biddle Properties Inc. in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Urstadt Biddle Properties Inc. position peaked at $23K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.