BIT
UDF

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

BlackRock Institutional Trust’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
-981,279
Closed – – 3992
2016
Q3 		$0 Buy
981,279
+6,017
+0.6% – ﹤0.01% 4018
2016
Q2 		$13.1M Sell
975,262
-7,835
-0.8% -$106K ﹤0.01% 2116
2016
Q1 		$3.15M Buy
983,097
+9,007
+0.9% +$80.2K ﹤0.01% 2861
2015
Q4 		$10.7M Buy
974,090
+101,603
+12% +$1.63M ﹤0.01% 2278
2015
Q3 		$15.4M Buy
872,487
+59,084
+7% +$1.05M ﹤0.01% 2013
2015
Q2 		$14.2M Buy
813,403
+259,232
+47% +$4.62M ﹤0.01% 2160
2015
Q1 		$9.71M Buy
554,171
+45,327
+9% +$773K ﹤0.01% 2405
2014
Q4 		$9.33M Buy
508,844
+13,749
+3% +$264K ﹤0.01% 2410
2014
Q3 		$9.81M Buy
+495,095
New +$9.36M ﹤0.01% 2357

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 Institutional Trust's UDF Position: Q4 2016 in Review

BlackRock Institutional Trust sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 981,279 shares.

BlackRock Institutional Trust first reported a position in UDF in Q3 2014 and held it in 9 quarters. The position peaked at $15.4M in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • BlackRock Institutional Trust 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 Institutional Trust sold 981,279 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • BlackRock Institutional Trust 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 Institutional Trust's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $15.4M 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.