AIM
UDF

Advantage Investment Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Advantage Investment Management’s Portfolio UDF Stock Details UDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-250
Closed -$1K – 984
2016
Q1 		$1K Hold
250
– – ﹤0.01% 858
2015
Q4 		$3K Sell
250
-250
-50% -$4.02K ﹤0.01% 763
2015
Q3 		$9K Hold
500
– – 0.01% 571
2015
Q2 		$9K Sell
500
-1,500
-75% -$26.8K ﹤0.01% 625
2015
Q1 		$35K Buy
+2,000
New +$34.1K 0.02% 380

Other funds holding UDF

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advantage Investment Management's UDF Position: Q2 2016 in Review

Advantage Investment Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q2 2016, closing a stake of 250 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in UDF in Q1 2015 and held it in 5 quarters. The position peaked at $35K in Q1 2015. 84 funds tracked by Wall St. Rank hold UDF as of Q2 2016.

  • Advantage Investment Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q2 2016 after selling out during the quarter.
  • Advantage Investment Management sold 250 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q2 2016, an estimated $1K.
  • Advantage Investment Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2015 and held it in 5 quarters.
  • Advantage Investment Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $35K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q2 2016.

Based on Advantage Investment Management's 13F filing for Q2 2016, filed 27 Mar 2017.