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Woodmont Investment Counsel’s UDR UDR Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-130
Closed -$5K – 585
2016
Q3 		$5K Buy
+130
New +$4.74K ﹤0.01% 562

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 $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Woodmont Investment Counsel's UDR Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of UDR (UDR) in Q4 2016, closing a stake of 130 shares — an estimated $5K sold.

Woodmont Investment Counsel first reported a position in UDR in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 348 funds tracked by Wall St. Rank hold UDR as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining UDR position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 130 UDR shares in Q4 2016, an estimated $5K.
  • Woodmont Investment Counsel first reported a position in UDR in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's UDR position peaked at $5K in Q3 2016.
  • 348 funds tracked by Wall St. Rank held UDR as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.