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

Deutsche Bank’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	-40,633	Closed	–	–	5349
2016 Q3	$0	Buy	40,633 +281	+0.7%	–	﹤0.01%	5624
2016 Q2	$542K	Buy	40,352 +441	+1%	+$5.92K	﹤0.01%	3243
2016 Q1	$126K	Buy	39,911 +16,593	+71%	+$148K	﹤0.01%	3888
2015 Q4	$255K	Buy	23,318 +10,895	+88%	+$175K	﹤0.01%	3604
2015 Q3	$217K	Sell	12,423 -53,739	-81%	-$953K	﹤0.01%	3766
2015 Q2	$1.16M	Buy	66,162 +62,048	+1,508%	+$1.11M	﹤0.01%	2876
2015 Q1	$72K	Buy	+4,114	New	+$70.2K	﹤0.01%	4265

Other funds holding UDF

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $117M AUM

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 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

Deutsche Bank's UDF Position: Q4 2016 in Review

Deutsche Bank sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 40,633 shares.

Deutsche Bank first reported a position in UDF in Q1 2015 and held it in 7 quarters. The position peaked at $1.16M in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

Deutsche Bank reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
Deutsche Bank sold 40,633 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
Deutsche Bank first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2015 and held it in 7 quarters.
Deutsche Bank's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.16M in Q2 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 Deutsche Bank's 13F filing for Q4 2016, filed 14 Feb 2017.