U
UDF

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

UBS’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
2014
Q3 		$102K Sell
5,152
-1,053
-17% -$19.9K ﹤0.01% 5977
2014
Q2 		$121K Buy
+6,205
New +$121K ﹤0.01% 5723

Other funds holding UDF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS's UDF Position: Q3 2014 in Review

UBS reduced its UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) stake by 17% in Q3 2014, selling an estimated $19.9K and leaving 5,152 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #5977.

UBS first reported a position in UDF in Q2 2014 and has held it in 2 quarters since. The position peaked at $121K in Q2 2014. 27 funds tracked by Wall St. Rank hold UDF as of Q3 2014.

  • UBS held 5,152 shares of UNITED DEV FDG IV COM SHS OF BENE INT (TX) worth $102K as of Q3 2014.
  • UBS sold 1,053 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q3 2014, an estimated $19.9K.
  • UNITED DEV FDG IV COM SHS OF BENE INT (TX) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5977 holding.
  • UBS first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2014 and has held it in 2 quarters since.
  • UBS's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $121K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.