UBS AM
UDF

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

UBS AM’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
-13,082
Closed -$42K – 2860
2016
Q3 		$42K Hold
13,082
– – ﹤0.01% 2590
2016
Q2 		$42K Hold
13,082
– – ﹤0.01% 2602
2016
Q1 		$42K Buy
+13,082
New +$116K ﹤0.01% 2618

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

UBS AM's UDF Position: Q4 2016 in Review

UBS AM sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 13,082 shares — an estimated $42K sold.

UBS AM first reported a position in UDF in Q1 2016 and held it in 3 quarters. The position peaked at $42K in Q3 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • UBS AM reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • UBS AM sold 13,082 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $42K.
  • UBS AM first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2016 and held it in 3 quarters.
  • UBS AM's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $42K in Q3 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 UBS AM's 13F filing for Q4 2016, filed 14 Feb 2017.