UBS Group
UDF

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

UBS Group’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
-32,305
Closed – – 8537
2016
Q3 		$0 Sell
32,305
-125
-0.4% – ﹤0.01% 8458
2016
Q2 		$437K Buy
32,430
+15,023
+86% +$202K ﹤0.01% 3993
2016
Q1 		$56K Buy
17,407
+10,893
+167% +$97K ﹤0.01% 5425
2015
Q4 		$72K Buy
6,514
+903
+16% +$14.5K ﹤0.01% 5510
2015
Q3 		$99K Buy
5,611
+3,920
+232% +$69.5K ﹤0.01% 5251
2015
Q2 		$30K Sell
1,691
-300
-15% -$5.35K ﹤0.01% 6496
2015
Q1 		$35K Sell
1,991
-1,379
-41% -$23.5K ﹤0.01% 6420
2014
Q4 		$62K Buy
+3,370
New +$64.8K ﹤0.01% 6240

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 Group's UDF Position: Q4 2016 in Review

UBS Group sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 32,305 shares.

UBS Group first reported a position in UDF in Q4 2014 and held it in 8 quarters. The position peaked at $437K in Q2 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • UBS Group 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 Group sold 32,305 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • UBS Group first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 8 quarters.
  • UBS Group's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $437K in Q2 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 Group's 13F filing for Q4 2016, filed 14 Feb 2017.