BIM
UDF

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

BlackRock Investment Management’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
-121,367
Closed – – 4058
2016
Q3 		$0 Hold
121,367
– – ﹤0.01% 4120
2016
Q2 		$1.64M Sell
121,367
-12,550
-9% -$169K ﹤0.01% 2270
2016
Q1 		$429K Buy
133,917
+14,069
+12% +$125K ﹤0.01% 2952
2015
Q4 		$1.32M Buy
119,848
+1,207
+1% +$19.4K ﹤0.01% 2394
2015
Q3 		$2.09M Buy
118,641
+4,263
+4% +$75.6K ﹤0.01% 2050
2015
Q2 		$2M Buy
+114,378
New +$2.04M ﹤0.01% 2234

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 $1.37B AUM 20.71% 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 Investment Management's UDF Position: Q4 2016 in Review

BlackRock Investment Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 121,367 shares.

BlackRock Investment Management first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $2.09M in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • BlackRock Investment Management 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 Investment Management sold 121,367 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • BlackRock Investment Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • BlackRock Investment Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $2.09M 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.