SIM
UDF

Sonora Investment Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-1,000
Closed -$18K – 1335
2015
Q3 		$18K Buy
+1,000
New +$17.7K 0.01% 346

Other funds holding UDF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Sonora Investment Management's UDF Position: Q4 2015 in Review

Sonora Investment Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2015, closing a stake of 1,000 shares — an estimated $18K sold.

Sonora Investment Management first reported a position in UDF in Q3 2015 and held it in 1 quarter. The position peaked at $18K in Q3 2015. 84 funds tracked by Wall St. Rank hold UDF as of Q4 2015.

  • Sonora Investment Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 1,000 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2015, an estimated $18K.
  • Sonora Investment Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $18K in Q3 2015.
  • 84 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.