NFA
UDF

Nationwide Fund Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Nationwide Fund Advisors’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
-21,120
Closed -$68K – 3285
2016
Q3 		$68K Hold
21,120
– – ﹤0.01% 2999
2016
Q2 		$68K Hold
21,120
– – ﹤0.01% 3035
2016
Q1 		$68K Buy
21,120
+1,355
+7% +$12.1K ﹤0.01% 2930
2015
Q4 		$217K Buy
19,765
+462
+2% +$7.43K ﹤0.01% 2509
2015
Q3 		$340K Hold
19,303
– – ﹤0.01% 2314
2015
Q2 		$337K Buy
+19,303
New +$344K ﹤0.01% 2457

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

Nationwide Fund Advisors's UDF Position: Q4 2016 in Review

Nationwide Fund Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 21,120 shares — an estimated $68K sold.

Nationwide Fund Advisors first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $340K in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Nationwide Fund Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Nationwide Fund Advisors sold 21,120 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $68K.
  • Nationwide Fund Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • Nationwide Fund Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $340K in Q3 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 Nationwide Fund Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.