TRCT
UDF

Tower Research Capital (TRC)’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Tower Research Capital (TRC)’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
-7,351
Closed – – 5098
2016
Q3 		$0 Hold
7,351
– – ﹤0.01% 5346
2016
Q2 		$0 Hold
7,351
– – ﹤0.01% 5625
2016
Q1 		$24K Buy
7,351
+846
+13% +$7.53K ﹤0.01% 1241
2015
Q4 		$72K Buy
6,505
+2,837
+77% +$45.6K 0.01% 407
2015
Q3 		$64K Buy
3,668
+2,992
+443% +$53.1K 0.01% 857
2015
Q2 		$12K Buy
676
+667
+7,411% +$11.9K ﹤0.01% 2593
2015
Q1 		$0 Sell
9
-225
-96% -$3.84K ﹤0.01% 5623
2014
Q4 		$4K Buy
+234
New +$4.5K ﹤0.01% 3045

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

Tower Research Capital (TRC)'s UDF Position: Q4 2016 in Review

Tower Research Capital (TRC) sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 7,351 shares.

Tower Research Capital (TRC) first reported a position in UDF in Q4 2014 and held it in 8 quarters. The position peaked at $72K in Q4 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Tower Research Capital (TRC) reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 7,351 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • Tower Research Capital (TRC) first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 8 quarters.
  • Tower Research Capital (TRC)'s UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $72K in Q4 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 Tower Research Capital (TRC)'s 13F filing for Q4 2016, filed 3 Feb 2017.