Renaissance Technologies
UDF

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

Renaissance Technologies’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
-129,700
Closed -$42K – 3708
2016
Q3 		$42K Hold
129,700
– – ﹤0.01% 3265
2016
Q2 		$42K Hold
129,700
– – ﹤0.01% 3247
2016
Q1 		$208K Buy
129,700
+21,800
+20% +$194K ﹤0.01% 3072
2015
Q4 		$1.19M Buy
107,900
+67,500
+167% +$1.08M ﹤0.01% 2381
2015
Q3 		$711K Sell
40,400
-48,646
-55% -$863K ﹤0.01% 2513
2015
Q2 		$1.56M Buy
89,046
+64,146
+258% +$1.14M ﹤0.01% 2217
2015
Q1 		$436K Buy
+24,900
New +$425K ﹤0.01% 2655

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

Renaissance Technologies's UDF Position: Q4 2016 in Review

Renaissance Technologies sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 129,700 shares — an estimated $42K sold.

Renaissance Technologies first reported a position in UDF in Q1 2015 and held it in 7 quarters. The position peaked at $1.56M in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Renaissance Technologies reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Renaissance Technologies sold 129,700 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $42K.
  • Renaissance Technologies first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2015 and held it in 7 quarters.
  • Renaissance Technologies's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.56M 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 Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.