Royal Bank of Canada
UDF

Royal Bank of Canada’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Royal Bank of Canada’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
-451
Closed – – 7058
2016
Q3 		$0 Hold
451
– – ﹤0.01% 6924
2016
Q2 		$6K Hold
451
– – ﹤0.01% 5935
2016
Q1 		$0 Buy
451
+397
+735% +$3.54K ﹤0.01% 7146
2015
Q4 		$1K Sell
54
-1,232
-96% -$19.8K ﹤0.01% 6598
2015
Q3 		$23K Sell
1,286
-473
-27% -$8.39K ﹤0.01% 5520
2015
Q2 		$31K Buy
+1,759
New +$31.4K ﹤0.01% 5478

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 $2.08B AUM 38.95% 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 $5.53B AUM 28.91% 1-Year Est. Return

Royal Bank of Canada's UDF Position: Q4 2016 in Review

Royal Bank of Canada sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 451 shares.

Royal Bank of Canada first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $31K in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Royal Bank of Canada reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Royal Bank of Canada sold 451 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • Royal Bank of Canada first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • Royal Bank of Canada's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $31K 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 Royal Bank of Canada's 13F filing for Q4 2016, filed 14 Feb 2017.