VOYA Investment Management
UDF

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

VOYA Investment 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
Q4 		– Sell
-10,894
Closed -$35 – 2580
2016
Q3 		$35 Hold
10,894
– – ﹤0.01% 2531
2016
Q2 		$35K Hold
10,894
– – ﹤0.01% 2551
2016
Q1 		$35K Hold
10,894
– – ﹤0.01% 2491
2015
Q4 		$120K Hold
10,894
– – ﹤0.01% 2444
2015
Q3 		$192K Hold
10,894
– – ﹤0.01% 2286
2015
Q2 		$190K Buy
+10,894
New +$194K ﹤0.01% 2497

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

VOYA Investment Management's UDF Position: Q4 2016 in Review

VOYA Investment Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 10,894 shares — an estimated $35 sold.

VOYA Investment Management first reported a position in UDF in Q2 2015 and held it in 6 quarters. The position peaked at $192K in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • VOYA Investment Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • VOYA Investment Management sold 10,894 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $35.
  • VOYA Investment Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2015 and held it in 6 quarters.
  • VOYA Investment Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $192K in Q3 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 VOYA Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.