Legal & General Group
UDF

Legal & General Group’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Legal & General Group’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
Q3 		– Sell
-4,773
Closed -$15K – 2935
2016
Q2 		$15K Hold
4,773
– – ﹤0.01% 2878
2016
Q1 		$15K Buy
4,773
+861
+22% +$7.67K ﹤0.01% 2713
2015
Q4 		$42K Hold
3,912
– – ﹤0.01% 2541
2015
Q3 		$70K Buy
+3,912
New +$69.4K ﹤0.01% 2259

Other funds holding UDF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DC
Deere & Company Moline, Illinois $140M AUM 16.7% 1-Year Est. Return

Legal & General Group's UDF Position: Q3 2016 in Review

Legal & General Group sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q3 2016, closing a stake of 4,773 shares — an estimated $15K sold.

Legal & General Group first reported a position in UDF in Q3 2015 and held it in 4 quarters. The position peaked at $70K in Q3 2015. 78 funds tracked by Wall St. Rank hold UDF as of Q3 2016.

  • Legal & General Group reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q3 2016 after selling out during the quarter.
  • Legal & General Group sold 4,773 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q3 2016, an estimated $15K.
  • Legal & General Group first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2015 and held it in 4 quarters.
  • Legal & General Group's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $70K in Q3 2015.
  • 78 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2016.

Based on Legal & General Group's 13F filing for Q3 2016, filed 12 Oct 2016.