IE
UDF

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

Israel Englander’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
-72,235
Closed – – 4077
2016
Q3 		$0 Buy
+72,235
New – ﹤0.01% 3940
2016
Q2 		– Sell
-72,235
Closed -$81K – 3972
2016
Q1 		$81K Buy
72,235
+52,575
+267% +$468K ﹤0.01% 3111
2015
Q4 		$216K Buy
+19,660
New +$316K ﹤0.01% 3059
2015
Q2 		– Sell
-30,885
Closed -$541K – 4277
2015
Q1 		$541K Buy
30,885
+7,419
+32% +$127K ﹤0.01% 2706
2014
Q4 		$430K Buy
+23,466
New +$451K ﹤0.01% 3096

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 $18.2B AUM 22.02% 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 $113B AUM 34.64% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
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

Israel Englander's UDF Position: Q4 2016 in Review

Israel Englander sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 72,235 shares.

Israel Englander first reported a position in UDF in Q4 2014 and held it in 5 quarters. The position peaked at $541K in Q1 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Israel Englander reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Israel Englander sold 72,235 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • Israel Englander first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 5 quarters.
  • Israel Englander's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $541K in Q1 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 Millennium Management's 13F filing for Q4 2016, filed 14 Feb 2017.