CIAS
UDF

Capital Investment Advisory Services’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Capital Investment Advisory Services’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
2017
Q1 		– Sell
-23,940
Closed -$72K – 155
2016
Q4 		$72K Buy
+23,940
New +$72K 0.06% 124

Other funds holding UDF

KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Capital Investment Advisory Services's UDF Position: Q1 2017 in Review

Capital Investment Advisory Services sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 23,940 shares — an estimated $72K sold.

Capital Investment Advisory Services first reported a position in UDF in Q4 2016 and held it in 1 quarter. The position peaked at $72K in Q4 2016. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • Capital Investment Advisory Services reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2017 after selling out during the quarter.
  • Capital Investment Advisory Services sold 23,940 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $72K.
  • Capital Investment Advisory Services first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2016 and held it in 1 quarter.
  • Capital Investment Advisory Services's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $72K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2017.

Based on Capital Investment Advisory Services's 13F filing for Q1 2017, filed 2 May 2017.