AI
UDF

Atria Investments’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Atria Investments’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
2015
Q3 		– Sell
-81,691
Closed -$1.43M – 425
2015
Q2 		$1.43M Buy
81,691
+18,028
+28% +$322K 0.17% 87
2015
Q1 		$1.11M Buy
+63,663
New +$1.09M 0.13% 126
2014
Q4 		– Sell
-39,330
Closed -$780K – 496
2014
Q3 		$780K Buy
+39,330
New +$744K 0.08% 219

Other funds holding UDF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
JPTCCM
J.P. Turner & Co Capital Management Atlanta, Georgia $96.3M AUM 2.15% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Atria Investments's UDF Position: Q3 2015 in Review

Atria Investments sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q3 2015, closing a stake of 81,691 shares — an estimated $1.43M sold.

Atria Investments first reported a position in UDF in Q3 2014 and held it in 3 quarters. The position peaked at $1.43M in Q2 2015. 78 funds tracked by Wall St. Rank hold UDF as of Q3 2015.

  • Atria Investments reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q3 2015 after selling out during the quarter.
  • Atria Investments sold 81,691 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q3 2015, an estimated $1.43M.
  • Atria Investments first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 3 quarters.
  • Atria Investments's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.43M in Q2 2015.
  • 78 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2015.

Based on Atria Investments's 13F filing for Q3 2015, filed 12 Nov 2015.