BCMIO
UDF

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

Beacon Capital Management Inc (Ohio)’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
-310
Closed -$1K – 112
2016
Q3 		$1K Hold
310
– – ﹤0.01% 103
2016
Q2 		$1K Hold
310
– – ﹤0.01% 155
2016
Q1 		$1K Buy
+310
New +$2.76K ﹤0.01% 182

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SS
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RPG
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KA
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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
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VIA
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CTC
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Beacon Capital Management Inc (Ohio)'s UDF Position: Q4 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 310 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in UDF in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Beacon Capital Management Inc (Ohio) reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 310 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2016 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1K in Q3 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 Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2016, filed 9 Jan 2017.