DC
UDF

Deere & Company’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Deere & Company’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
-20,920
Closed -$282K – 1016
2016
Q3 		$282K Hold
20,920
– – 0.02% 870
2016
Q2 		$282K Hold
20,920
– – 0.02% 865
2016
Q1 		$67K Buy
+20,920
New +$186K ﹤0.01% 986
2015
Q4 		– Sell
-15,957
Closed -$281K – 1103
2015
Q3 		$281K Hold
15,957
– – 0.02% 755
2015
Q2 		$279K Hold
15,957
– – 0.01% 787
2015
Q1 		$280K Hold
15,957
– – 0.01% 761
2014
Q4 		$293K Hold
15,957
– – 0.02% 761
2014
Q3 		$316K Buy
+15,957
New +$302K 0.02% 780

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

Deere & Company's UDF Position: Q4 2016 in Review

Deere & Company sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 20,920 shares — an estimated $282K sold.

Deere & Company first reported a position in UDF in Q3 2014 and held it in 8 quarters. The position peaked at $316K in Q3 2014. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Deere & Company reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Deere & Company sold 20,920 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $282K.
  • Deere & Company first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 8 quarters.
  • Deere & Company's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $316K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on Deere & Company's 13F filing for Q4 2016, filed 13 Feb 2017.