JY
UDF

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

Jeff Yass’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
Q1 		– Sell
-59,057
Closed -$650K – 10481
2015
Q4 		$650K Buy
59,057
+13,433
+29% +$216K ﹤0.01% 6287
2015
Q3 		$803K Buy
+45,624
New +$809K ﹤0.01% 6198
2015
Q2 		– Sell
-90,480
Closed -$1.58M – 10915
2015
Q1 		$1.58M Buy
90,480
+36,773
+68% +$627K ﹤0.01% 4784
2014
Q4 		$985K Buy
+53,707
New +$1.03M ﹤0.01% 5911

Other funds holding UDF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return

Jeff Yass's UDF Position: Q1 2016 in Review

Jeff Yass sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2016, closing a stake of 59,057 shares — an estimated $650K sold.

Jeff Yass first reported a position in UDF in Q4 2014 and held it in 4 quarters. The position peaked at $1.58M in Q1 2015. 86 funds tracked by Wall St. Rank hold UDF as of Q1 2016.

  • Jeff Yass reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2016 after selling out during the quarter.
  • Jeff Yass sold 59,057 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2016, an estimated $650K.
  • Jeff Yass first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 4 quarters.
  • Jeff Yass's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.58M in Q1 2015.
  • 86 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2016.

Based on Susquehanna International Group's 13F filing for Q1 2016, filed 13 May 2016.