Victory Capital Management
UDF

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

Victory Capital 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
Q1 		– Sell
-3,669
Closed -$40K – 1830
2015
Q4 		$40K Buy
3,669
+1,962
+115% +$31.5K ﹤0.01% 1593
2015
Q3 		$30K Sell
1,707
-705
-29% -$12.5K ﹤0.01% 1566
2015
Q2 		$42K Buy
+2,412
New +$43K ﹤0.01% 1542

Other funds holding UDF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Victory Capital Management's UDF Position: Q1 2016 in Review

Victory Capital Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2016, closing a stake of 3,669 shares — an estimated $40K sold.

Victory Capital Management first reported a position in UDF in Q2 2015 and held it in 3 quarters. The position peaked at $42K in Q2 2015. 86 funds tracked by Wall St. Rank hold UDF as of Q1 2016.

  • Victory Capital Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2016 after selling out during the quarter.
  • Victory Capital Management sold 3,669 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2016, an estimated $40K.
  • Victory Capital Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 3 quarters.
  • Victory Capital Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $42K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2016.

Based on Victory Capital Management's 13F filing for Q1 2016, filed 12 May 2016.