TA
UDF

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

Teachers Advisors’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
-45,202
Closed -$145K – 3150
2016
Q3 		$145K Hold
45,202
– – ﹤0.01% 2957
2016
Q2 		$145K Hold
45,202
– – ﹤0.01% 2993
2016
Q1 		$145K Hold
45,202
– – ﹤0.01% 2876
2015
Q4 		$497K Hold
45,202
– – ﹤0.01% 2413
2015
Q3 		$796K Hold
45,202
– – ﹤0.01% 2132
2015
Q2 		$790K Buy
+45,202
New +$806K ﹤0.01% 2263

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

Teachers Advisors's UDF Position: Q4 2016 in Review

Teachers Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 45,202 shares — an estimated $145K sold.

Teachers Advisors first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $796K in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Teachers Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Teachers Advisors sold 45,202 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $145K.
  • Teachers Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • Teachers Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $796K in Q3 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 Teachers Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.