AWA
UDF

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

Arete Wealth Advisors’s Portfolio UDF Stock Details UDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-30,462
Closed -$536K – 154
2015
Q3 		$536K Buy
30,462
+500
+2% +$8.8K 0.42% 50
2015
Q2 		$524K Buy
29,962
+4,300
+17% +$75.2K 0.35% 67
2015
Q1 		$449K Buy
+25,662
New +$449K 0.29% 81