Manulife (Manufacturers Life Insurance)
UDF

Manulife (Manufacturers Life Insurance)’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Manulife (Manufacturers Life Insurance)’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
-20,545
Closed -$46K – 4614
2016
Q3 		$46K Hold
20,545
– – ﹤0.01% 3414
2016
Q2 		$49K Hold
20,545
– – ﹤0.01% 3368
2016
Q1 		$67K Sell
20,545
-3
-0% -$27 ﹤0.01% 3207
2015
Q4 		$226 Buy
20,548
+565
+3% +$9.08K ﹤0.01% 2568
2015
Q3 		$352 Buy
19,983
+256
+1% +$4.54K ﹤0.01% 2230
2015
Q2 		$345 Buy
+19,727
New +$352K ﹤0.01% 2393

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

Manulife (Manufacturers Life Insurance)'s UDF Position: Q4 2016 in Review

Manulife (Manufacturers Life Insurance) sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 20,545 shares — an estimated $46K sold.

Manulife (Manufacturers Life Insurance) first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $67K in Q1 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Manulife (Manufacturers Life Insurance) reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 20,545 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $46K.
  • Manulife (Manufacturers Life Insurance) first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • Manulife (Manufacturers Life Insurance)'s UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $67K in Q1 2016.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2016, filed 14 Feb 2017.