TCIM
UDF

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

TIAA CREF 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
2016
Q4 		– Sell
-98,616
Closed -$316 – 3172
2016
Q3 		$316 Hold
98,616
– – ﹤0.01% 2987
2016
Q2 		$316K Hold
98,616
– – ﹤0.01% 3017
2016
Q1 		$316K Hold
98,616
– – ﹤0.01% 2909
2015
Q4 		$1.08M Sell
98,616
-3,108
-3% -$50K ﹤0.01% 2530
2015
Q3 		$1.79M Buy
101,724
+14,401
+16% +$255K ﹤0.01% 2212
2015
Q2 		$1.53M Buy
+87,323
New +$1.56M ﹤0.01% 2472

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

TIAA CREF Investment Management's UDF Position: Q4 2016 in Review

TIAA CREF Investment Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 98,616 shares — an estimated $316 sold.

TIAA CREF Investment Management first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $1.79M in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • TIAA CREF Investment Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • TIAA CREF Investment Management sold 98,616 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $316.
  • TIAA CREF Investment Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • TIAA CREF Investment Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.79M 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 TIAA CREF Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.