Morgan Stanley
UDF

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

Morgan Stanley’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
-30,970
Closed -$99K – 6752
2016
Q3 		$99K Hold
30,970
– – ﹤0.01% 5315
2016
Q2 		$99K Hold
30,970
– – ﹤0.01% 5246
2016
Q1 		$99K Sell
30,970
-21,195
-41% -$189K ﹤0.01% 5323
2015
Q4 		$573K Buy
52,165
+44,307
+564% +$712K ﹤0.01% 4434
2015
Q3 		$139K Buy
7,858
+2,902
+59% +$51.5K ﹤0.01% 5266
2015
Q2 		$87K Sell
4,956
-3,637
-42% -$64.9K ﹤0.01% 5653
2015
Q1 		$150K Sell
8,593
-31,015
-78% -$529K ﹤0.01% 5346
2014
Q4 		$727K Buy
39,608
+33,531
+552% +$644K ﹤0.01% 4397
2014
Q3 		$120K Buy
6,077
+3,482
+134% +$65.8K ﹤0.01% 5397
2014
Q2 		$51K Buy
+2,595
New +$50.8K ﹤0.01% 5763

Other funds holding UDF

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KA
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
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

Morgan Stanley's UDF Position: Q4 2016 in Review

Morgan Stanley sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 30,970 shares — an estimated $99K sold.

Morgan Stanley first reported a position in UDF in Q2 2014 and held it in 10 quarters. The position peaked at $727K in Q4 2014. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Morgan Stanley reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Morgan Stanley sold 30,970 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $99K.
  • Morgan Stanley first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2014 and held it in 10 quarters.
  • Morgan Stanley's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $727K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on Morgan Stanley's 13F filing for Q4 2016, filed 13 Feb 2017.