Commonwealth Equity Services
UDF

Commonwealth Equity Services’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Commonwealth Equity Services’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
2015
Q4 		– Sell
-86,740
Closed -$1.53M – 2300
2015
Q3 		$1.53M Sell
86,740
-49
-0.1% -$869 0.02% 696
2015
Q2 		$1.52M Buy
86,789
+10,280
+13% +$183K 0.02% 749
2015
Q1 		$1.34M Sell
76,509
-1,931
-2% -$32.9K 0.01% 805
2014
Q4 		$1.44M Buy
78,440
+1,414
+2% +$27.2K 0.02% 713
2014
Q3 		$1.53M Buy
77,026
+29,030
+60% +$549K 0.02% 660
2014
Q2 		$936K Buy
+47,996
New +$939K 0.01% 902

Other funds holding UDF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Commonwealth Equity Services's UDF Position: Q4 2015 in Review

Commonwealth Equity Services sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2015, closing a stake of 86,740 shares — an estimated $1.53M sold.

Commonwealth Equity Services first reported a position in UDF in Q2 2014 and held it in 6 quarters. The position peaked at $1.53M in Q3 2015. 84 funds tracked by Wall St. Rank hold UDF as of Q4 2015.

  • Commonwealth Equity Services reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2015 after selling out during the quarter.
  • Commonwealth Equity Services sold 86,740 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2015, an estimated $1.53M.
  • Commonwealth Equity Services first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2014 and held it in 6 quarters.
  • Commonwealth Equity Services's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.53M in Q3 2015.
  • 84 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2015.

Based on Commonwealth Equity Services's 13F filing for Q4 2015, filed 19 Jan 2016.