KM
UDF

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

Kalos 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
2021
Q3 		– Sell
-68,211
Closed – – 326
2021
Q2 		$0 Buy
+68,211
New – ﹤0.01% 317
2020
Q3 		– Sell
-85,041
Closed -$128K – 247
2020
Q2 		$128K Buy
85,041
+65
+0.1% +$98 0.05% 202
2020
Q1 		$140K Buy
84,976
+51,332
+153% +$84.6K 0.06% 183
2019
Q4 		$91K Buy
33,644
+280
+0.8% +$757 0.03% 193
2019
Q3 		$101K Sell
33,364
-3,437
-9% -$10.4K 0.04% 184
2019
Q2 		$150K Buy
36,801
+10,135
+38% +$41.3K 0.07% 177
2019
Q1 		$142K Sell
26,666
-10,540
-28% -$56.1K 0.09% 145
2018
Q4 		$160K Buy
37,206
+22,964
+161% +$98.8K 0.08% 172
2018
Q3 		$59K Sell
14,242
-20,464
-59% -$84.8K 0.03% 158
2018
Q2 		$137K Hold
34,706
– – 0.06% 188
2018
Q1 		$120K Sell
34,706
-1,405
-4% -$4.86K 0.07% 114
2017
Q4 		$111K Buy
+36,111
New +$111K 0.05% 203
2015
Q4 		– Hold
0
– – – 168

Other funds holding UDF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Kalos Management's UDF Position: Q3 2021 in Review

Kalos Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q3 2021, closing a stake of 68,211 shares.

Kalos Management first reported a position in UDF in Q4 2017 and held it in 12 quarters. The position peaked at $160K in Q4 2018. 1 fund tracked by Wall St. Rank holds UDF as of Q3 2021.

  • Kalos Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q3 2021 after selling out during the quarter.
  • Kalos Management sold 68,211 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q3 2021.
  • Kalos Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2017 and held it in 12 quarters.
  • Kalos Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $160K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.