SEI Investments
UDF

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

SEI Investments’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
2017
Q1 		– Sell
-22,700
Closed -$68K – 3251
2016
Q4 		$68K Hold
22,700
– – ﹤0.01% 2060
2016
Q3 		$73K Hold
22,700
– – ﹤0.01% 1956
2016
Q2 		$73K Buy
+22,700
New +$73K ﹤0.01% 1828

Other funds holding UDF

KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

SEI Investments's UDF Position: Q1 2017 in Review

SEI Investments sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 22,700 shares — an estimated $68K sold.

SEI Investments first reported a position in UDF in Q2 2016 and held it in 3 quarters. The position peaked at $73K in Q3 2016. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • SEI Investments reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2017 after selling out during the quarter.
  • SEI Investments sold 22,700 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $68K.
  • SEI Investments first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2016 and held it in 3 quarters.
  • SEI Investments's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $73K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2017.

Based on SEI Investments's 13F filing for Q1 2017, filed 5 May 2017.