BRWA
UDF

B. Riley Wealth Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

B. Riley Wealth Advisors’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
-170,700
Closed -$546K – 665
2016
Q1 		$546K Buy
170,700
+37,961
+29% +$338K 0.13% 207
2015
Q4 		$1.46M Buy
132,739
+30,439
+30% +$489K 0.3% 88
2015
Q3 		$1.8M Buy
+102,300
New +$1.81M 0.43% 49

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

B. Riley Wealth Advisors's UDF Position: Q2 2016 in Review

B. Riley Wealth Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q2 2016, closing a stake of 170,700 shares — an estimated $546K sold.

B. Riley Wealth Advisors first reported a position in UDF in Q3 2015 and held it in 3 quarters. The position peaked at $1.8M in Q3 2015. 84 funds tracked by Wall St. Rank hold UDF as of Q2 2016.

  • B. Riley Wealth Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q2 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 170,700 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q2 2016, an estimated $546K.
  • B. Riley Wealth Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2015 and held it in 3 quarters.
  • B. Riley Wealth Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.8M in Q3 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 B. Riley Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.