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

Goldman Sachs’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	-119,023	Closed	-$381K	–	7377
2016 Q3	$381K	Buy	119,023 +5,770	+5%	+$18.5K	﹤0.01%	5291
2016 Q2	$362K	Buy	113,253 +1,186	+1%	+$3.79K	﹤0.01%	5175
2016 Q1	$359K	Buy	112,067 +35,902	+47%	+$320K	﹤0.01%	5088
2015 Q4	$838K	Sell	76,165 -51,844	-41%	-$833K	﹤0.01%	4472
2015 Q3	$2.25M	Buy	128,009 +16,445	+15%	+$292K	﹤0.01%	3671
2015 Q2	$1.95M	Buy	111,564 +48,256	+76%	+$861K	﹤0.01%	3849
2015 Q1	$1.11M	Buy	63,308 +50,269	+386%	+$858K	﹤0.01%	4356
2014 Q4	$239K	Sell	13,039 -26	-0.2%	-$500	﹤0.01%	6011
2014 Q3	$259K	Buy	+13,065	New	+$247K	﹤0.01%	5905

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 $1.62B AUM 27.01% 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

Goldman Sachs's UDF Position: Q4 2016 in Review

Goldman Sachs sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 119,023 shares — an estimated $381K sold.

Goldman Sachs first reported a position in UDF in Q3 2014 and held it in 9 quarters. The position peaked at $2.25M in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

Goldman Sachs reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
Goldman Sachs sold 119,023 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $381K.
Goldman Sachs first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 9 quarters.
Goldman Sachs's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $2.25M 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 Goldman Sachs's 13F filing for Q4 2016, filed 14 Feb 2017.