GXMC
UDF

Global X Management Company’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Global X Management 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
-344,809
Closed -$552K – 1139
2016
Q3 		$552K Hold
344,809
– – 0.02% 329
2016
Q2 		$739K Buy
344,809
+15,660
+5% +$33.6K 0.04% 271
2016
Q1 		$737K Sell
329,149
-15,104
-4% -$134K 0.05% 271
2015
Q4 		$3.79M Buy
+344,253
New +$5.53M 0.26% 156

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

Global X Management Company's UDF Position: Q4 2016 in Review

Global X Management Company sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 344,809 shares — an estimated $552K sold.

Global X Management Company first reported a position in UDF in Q4 2015 and held it in 4 quarters. The position peaked at $3.79M in Q4 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Global X Management 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.
  • Global X Management Company sold 344,809 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $552K.
  • Global X Management Company first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2015 and held it in 4 quarters.
  • Global X Management Company's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $3.79M in Q4 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 Global X Management Company's 13F filing for Q4 2016, filed 24 Jan 2017.