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WFG Advisors’s UDR UDR Stock Holding History

WFG Advisors’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
Q2 		– Sell
-110,713
Closed -$4.27M – 1694
2016
Q1 		$4.27M Hold
110,713
– – 1.23% 11
2015
Q4 		$4.16M Hold
110,713
– – 1.24% 13
2015
Q3 		$3.82M Hold
110,713
– – 1.19% 10
2015
Q2 		$3.55M Hold
110,713
– – 0.98% 15
2015
Q1 		$3.77M Hold
110,713
– – 1.05% 12
2014
Q4 		$3.41M Hold
110,713
– – 0.69% 16
2014
Q3 		$3.02M Hold
110,713
– – 0.57% 23
2014
Q2 		$3.17M Hold
110,713
– – 0.59% 20
2014
Q1 		$2.86M Hold
110,713
– – 0.58% 23
2013
Q4 		$2.58M Hold
110,713
– – 0.37% 51
2013
Q3 		$2.62M Hold
110,713
– – 0.41% 52
2013
Q2 		$2.82M Buy
+110,713
New +$2.74M 0.47% 41

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's UDR Position: Q2 2016 in Review

WFG Advisors sold out of UDR (UDR) in Q2 2016, closing a stake of 110,713 shares — an estimated $4.27M sold.

WFG Advisors first reported a position in UDR in Q2 2013 and held it in 12 quarters. The position peaked at $4.27M in Q1 2016. 346 funds tracked by Wall St. Rank hold UDR as of Q2 2016.

  • WFG Advisors reported no remaining UDR position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 110,713 UDR shares in Q2 2016, an estimated $4.27M.
  • WFG Advisors first reported a position in UDR in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's UDR position peaked at $4.27M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held UDR as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.