WT
UBA

Whittier Trust’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Whittier Trust’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$40K – 1140
2013
Q3 		$40K Hold
2,000
– – ﹤0.01% 710
2013
Q2 		$40K Buy
+2,000
New +$43.3K ﹤0.01% 700

Other funds holding UBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Whittier Trust's UBA Position: Q4 2013 in Review

Whittier Trust sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q4 2013, closing a stake of 2,000 shares — an estimated $40K sold.

Whittier Trust first reported a position in UBA in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q3 2013. 132 funds tracked by Wall St. Rank hold UBA as of Q4 2013.

  • Whittier Trust reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q4 2013 after selling out during the quarter.
  • Whittier Trust sold 2,000 Urstadt Biddle Properties Inc. Class A shares in Q4 2013, an estimated $40K.
  • Whittier Trust first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2013 and held it in 2 quarters.
  • Whittier Trust's Urstadt Biddle Properties Inc. Class A position peaked at $40K in Q3 2013.
  • 132 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q4 2013.

Based on Whittier Trust's 13F filing for Q4 2013, filed 5 Feb 2014.