CAM
UDF

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

Concorde Asset 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
2017
Q1 		– Sell
-22,439
Closed -$67K – 134
2016
Q4 		$67K Hold
22,439
– – 0.12% 109
2016
Q3 		$72K Sell
22,439
-1,587
-7% -$5.09K 0.09% 117
2016
Q2 		$77K Hold
24,026
– – 0.08% 137
2016
Q1 		$77K Sell
24,026
-3,735
-13% -$33.3K 0.09% 115
2015
Q4 		$305K Hold
27,761
– – 0.34% 73
2015
Q3 		$489K Sell
27,761
-232
-0.8% -$4.12K 0.83% 38
2015
Q2 		$489K Sell
27,993
-1,131
-4% -$20.2K 0.62% 42
2015
Q1 		$510K Sell
29,124
-914
-3% -$15.6K 0.58% 39
2014
Q4 		$551K Buy
+30,038
New +$577K 0.69% 37

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

Concorde Asset Management's UDF Position: Q1 2017 in Review

Concorde Asset Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 22,439 shares — an estimated $67K sold.

Concorde Asset Management first reported a position in UDF in Q4 2014 and held it in 9 quarters. The position peaked at $551K in Q4 2014. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • Concorde Asset Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2017 after selling out during the quarter.
  • Concorde Asset Management sold 22,439 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $67K.
  • Concorde Asset Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 9 quarters.
  • Concorde Asset Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $551K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2017.

Based on Concorde Asset Management's 13F filing for Q1 2017, filed 21 Apr 2017.