MLICM
UDF

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

Metropolitan Life Insurance Company (MetLife)’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
-20,772
Closed -$55K – 2706
2016
Q3 		$55K Hold
20,772
– – ﹤0.01% 2593
2016
Q2 		$62K Hold
20,772
– – ﹤0.01% 2634
2016
Q1 		$62K Hold
20,772
– – ﹤0.01% 2452
2015
Q4 		$228K Buy
20,772
+1,131
+6% +$18.2K ﹤0.01% 2165
2015
Q3 		$346K Sell
19,641
-5,837
-23% -$104K ﹤0.01% 1885
2015
Q2 		$445K Buy
+25,478
New +$454K ﹤0.01% 1828

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

Metropolitan Life Insurance Company (MetLife)'s UDF Position: Q4 2016 in Review

Metropolitan Life Insurance Company (MetLife) sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 20,772 shares — an estimated $55K sold.

Metropolitan Life Insurance Company (MetLife) first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $445K in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Metropolitan Life Insurance Company (MetLife) reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Metropolitan Life Insurance Company (MetLife) sold 20,772 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $55K.
  • Metropolitan Life Insurance Company (MetLife) first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • Metropolitan Life Insurance Company (MetLife)'s UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $445K in Q2 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 Metropolitan Life Insurance Company (MetLife)'s 13F filing for Q4 2016, filed 14 Feb 2017.