SG Americas Securities
UDF

SG Americas Securities’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

SG Americas Securities’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
-12,532
Closed -$147K – 3767
2016
Q3 		$147K Sell
12,532
-2,573
-17% -$30.2K ﹤0.01% 2751
2016
Q2 		$203K Hold
15,105
– – ﹤0.01% 2112
2016
Q1 		$48K Buy
+15,105
New +$134K ﹤0.01% 2770
2015
Q4 		– Sell
-8,793
Closed -$155K – 3272
2015
Q3 		$155K Buy
+8,793
New +$156K ﹤0.01% 1614

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

SG Americas Securities's UDF Position: Q4 2016 in Review

SG Americas Securities sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 12,532 shares — an estimated $147K sold.

SG Americas Securities first reported a position in UDF in Q3 2015 and held it in 4 quarters. The position peaked at $203K in Q2 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • SG Americas Securities reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • SG Americas Securities sold 12,532 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $147K.
  • SG Americas Securities first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2015 and held it in 4 quarters.
  • SG Americas Securities's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $203K in Q2 2016.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on SG Americas Securities's 13F filing for Q4 2016, filed 8 Feb 2017.