EWM
UDF

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

Endurance Wealth 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
-1,862
Closed -$6K – 534
2016
Q4 		$6K Hold
1,862
– – ﹤0.01% 428
2016
Q3 		$0 Buy
+1,862
New – ﹤0.01% 526

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

Endurance Wealth Management's UDF Position: Q1 2017 in Review

Endurance Wealth Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 1,862 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in UDF in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • Endurance Wealth 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.
  • Endurance Wealth Management sold 1,862 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $6K.
  • Endurance Wealth Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2016 and held it in 2 quarters.
  • Endurance Wealth Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $6K 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 Endurance Wealth Management's 13F filing for Q1 2017, filed 5 May 2017.