AIG
UDF

American International Group’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

American International Group’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
Q4 		– Sell
-17,946
Closed – – 3057
2016
Q3 		$0 Hold
17,946
– – ﹤0.01% 3104
2016
Q2 		$0 Sell
17,946
-4,723
-21% – ﹤0.01% 5197
2016
Q1 		$16K Hold
22,669
– – ﹤0.01% 4390
2015
Q4 		$250K Sell
22,669
-2,286
-9% -$36.7K ﹤0.01% 2608
2015
Q3 		$439K Sell
24,955
-351
-1% -$6.23K ﹤0.01% 2129
2015
Q2 		$442K Buy
25,306
+17,458
+222% +$311K ﹤0.01% 2295
2015
Q1 		$137K Sell
7,848
-7,669
-49% -$131K ﹤0.01% 3305
2014
Q4 		$285K Sell
15,517
-4,328
-22% -$83.2K ﹤0.01% 2640
2014
Q3 		$393K Buy
19,845
+2,320
+13% +$43.9K ﹤0.01% 2345
2014
Q2 		$342K Buy
+17,525
New +$343K ﹤0.01% 2509

Other funds holding UDF

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

American International Group's UDF Position: Q4 2016 in Review

American International Group sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 17,946 shares.

American International Group first reported a position in UDF in Q2 2014 and held it in 10 quarters. The position peaked at $442K in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • American International Group reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • American International Group sold 17,946 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • American International Group first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2014 and held it in 10 quarters.
  • American International Group's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $442K in Q2 2015.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on American International Group's 13F filing for Q4 2016, filed 10 Feb 2017.