Bank of America
UDF

Bank of America’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Bank of America’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
-9,165
Closed – – 7768
2016
Q3 		$0 Buy
9,165
+3,274
+56% – ﹤0.01% 7765
2016
Q2 		$19K Buy
5,891
+1,929
+49% +$6.22K ﹤0.01% 6284
2016
Q1 		$13K Buy
3,962
+1,786
+82% +$15.9K ﹤0.01% 6322
2015
Q4 		$24K Sell
2,176
-6,836
-76% -$110K ﹤0.01% 6366
2015
Q3 		$159K Sell
9,012
-5,215
-37% -$92.5K ﹤0.01% 5452
2015
Q2 		$248K Buy
14,227
+13,296
+1,428% +$237K ﹤0.01% 5133
2015
Q1 		$16K Hold
931
– – ﹤0.01% 6147
2014
Q4 		$17K Hold
931
– – ﹤0.01% 6870
2014
Q3 		$18K Sell
931
-11,164
-92% -$211K ﹤0.01% 7118
2014
Q2 		$236K Buy
+12,095
New +$237K ﹤0.01% 5403

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 $2.08B AUM 38.95% 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 $5.53B AUM 28.91% 1-Year Est. Return

Bank of America's UDF Position: Q4 2016 in Review

Bank of America sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 9,165 shares.

Bank of America first reported a position in UDF in Q2 2014 and held it in 10 quarters. The position peaked at $248K in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Bank of America reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Bank of America sold 9,165 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • Bank of America first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2014 and held it in 10 quarters.
  • Bank of America's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $248K 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 Bank of America's 13F filing for Q4 2016, filed 14 Feb 2017.