ICOA
UDF

Investment Centers of America’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Investment Centers of America’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
-14,242
Closed – – 638
2016
Q3 		$0 Buy
14,242
+449
+3% – ﹤0.01% 566
2016
Q2 		$0 Sell
13,793
-900
-6% – ﹤0.01% 574
2016
Q1 		$0 Buy
14,693
+2,614
+22% +$23.3K ﹤0.01% 575
2015
Q4 		$136K Buy
+12,079
New +$194K 0.02% 443

Other funds holding UDF

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 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
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 $5.53B AUM 28.94% 1-Year Est. Return

Investment Centers of America's UDF Position: Q4 2016 in Review

Investment Centers of America sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 14,242 shares.

Investment Centers of America first reported a position in UDF in Q4 2015 and held it in 4 quarters. The position peaked at $136K in Q4 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Investment Centers of America reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Investment Centers of America sold 14,242 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • Investment Centers of America first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2015 and held it in 4 quarters.
  • Investment Centers of America's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $136K 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 Investment Centers of America's 13F filing for Q4 2016, filed 13 Feb 2017.