WA
UE icon

WFG Advisors’s Urban Edge Properties UE Stock Holding History

WFG Advisors’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
2017
Q2 		$1K Buy
+28
New +$704 ﹤0.01% 1510
2017
Q1 		– Sell
-28
Closed -$1K – 1663
2016
Q4 		$1K Hold
28
– – ﹤0.01% 1513
2016
Q3 		$1K Buy
28
+1
+4% +$29 ﹤0.01% 1506
2016
Q2 		$1K Hold
27
– – ﹤0.01% 1496
2016
Q1 		$1K Hold
27
– – ﹤0.01% 1457
2015
Q4 		$1K Hold
27
– – ﹤0.01% 1495
2015
Q3 		$1K Buy
27
+1
+4% +$21 ﹤0.01% 1528
2015
Q2 		$1K Sell
26
-6
-19% -$135 ﹤0.01% 1594
2015
Q1 		$1K Buy
+32
New +$765 ﹤0.01% 1668

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's UE Position: Q2 2017 in Review

WFG Advisors opened a new position in Urban Edge Properties (UE) in Q2 2017: 28 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: WFG Advisors previously reported a position in UE as recently as Q4 2016.

WFG Advisors first reported a position in UE in Q1 2015 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold UE as of Q2 2017.

  • WFG Advisors held 28 shares of Urban Edge Properties worth $1K as of Q2 2017.
  • Urban Edge Properties was a new WFG Advisors position in Q2 2017.
  • Urban Edge Properties made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1510 holding.
  • WFG Advisors first reported a position in Urban Edge Properties in Q1 2015 and has held it in 9 quarters since.
  • 220 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.