BA
UDF

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

BlackRock 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
Q4 		– Sell
-15,355
Closed – – 3836
2016
Q3 		$0 Hold
15,355
– – ﹤0.01% 3849
2016
Q2 		$207K Hold
15,355
– – ﹤0.01% 2590
2016
Q1 		$49K Hold
15,355
– – ﹤0.01% 3172
2015
Q4 		$169K Sell
15,355
-5,897
-28% -$94.8K ﹤0.01% 2657
2015
Q3 		$374K Buy
21,252
+1,098
+5% +$19.5K ﹤0.01% 2390
2015
Q2 		$352K Buy
20,154
+15,463
+330% +$276K ﹤0.01% 2440
2015
Q1 		$82K Hold
4,691
– – ﹤0.01% 3124
2014
Q4 		$86K Hold
4,691
– – ﹤0.01% 3117
2014
Q3 		$93K Buy
+4,691
New +$88.7K ﹤0.01% 3049

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

BlackRock Advisors's UDF Position: Q4 2016 in Review

BlackRock Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 15,355 shares.

BlackRock Advisors first reported a position in UDF in Q3 2014 and held it in 9 quarters. The position peaked at $374K in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • BlackRock Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • BlackRock Advisors sold 15,355 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • BlackRock Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 9 quarters.
  • BlackRock Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $374K in Q3 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 BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.