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

Millennium Management’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 $3.6B AUM 24.57% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $117M AUM

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 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 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 $5.08B AUM 25.65% 1-Year Est. Return

Millennium Management's UDF Position: Q4 2016 in Review

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

Millennium Management 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.

Millennium Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
Millennium Management sold 72,235 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
Millennium Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 5 quarters.
Millennium Management'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.