New York State Common Retirement Fund
UDF

New York State Common Retirement Fund’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

New York State Common Retirement Fund’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
-28,000
Closed -$90K – 3193
2016
Q3 		$90K Hold
28,000
– – ﹤0.01% 3009
2016
Q2 		$90K Hold
28,000
– – ﹤0.01% 3016
2016
Q1 		$90K Hold
28,000
– – ﹤0.01% 2949
2015
Q4 		$308K Hold
28,000
– – ﹤0.01% 2545
2015
Q3 		$493K Buy
28,000
+15,446
+123% +$274K ﹤0.01% 2327
2015
Q2 		$219K Buy
+12,554
New +$224K ﹤0.01% 2888

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

New York State Common Retirement Fund's UDF Position: Q4 2016 in Review

New York State Common Retirement Fund sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 28,000 shares — an estimated $90K sold.

New York State Common Retirement Fund first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $493K in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • New York State Common Retirement Fund reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • New York State Common Retirement Fund sold 28,000 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $90K.
  • New York State Common Retirement Fund first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • New York State Common Retirement Fund's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $493K 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 New York State Common Retirement Fund's 13F filing for Q4 2016, filed 13 Feb 2017.