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Windsor Capital Management’s UDR UDR Stock Holding History

Windsor Capital Management’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
2014
Q1 		– Sell
-555
Closed -$13K – 280
2013
Q4 		$13K Hold
555
– – 0.01% 305
2013
Q3 		$13K Hold
555
– – 0.01% 320
2013
Q2 		$14K Buy
+555
New +$13.8K 0.01% 303

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Daiwa Securities Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
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State Street
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Windsor Capital Management's UDR Position: Q1 2014 in Review

Windsor Capital Management sold out of UDR (UDR) in Q1 2014, closing a stake of 555 shares — an estimated $13K sold.

Windsor Capital Management first reported a position in UDR in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q2 2013. 292 funds tracked by Wall St. Rank hold UDR as of Q1 2014.

  • Windsor Capital Management reported no remaining UDR position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 555 UDR shares in Q1 2014, an estimated $13K.
  • Windsor Capital Management first reported a position in UDR in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's UDR position peaked at $14K in Q2 2013.
  • 292 funds tracked by Wall St. Rank held UDR as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.