LTFS
UDF

Ladenburg Thalmann Financial Services’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Ladenburg Thalmann Financial 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
2016
Q4 		– Sell
-56,015
Closed – – 5166
2016
Q3 		$0 Buy
56,015
+5,700
+11% – ﹤0.01% 5125
2016
Q2 		$0 Buy
50,315
+1,550
+3% – ﹤0.01% 5096
2016
Q1 		$134K Buy
48,765
+5,370
+12% +$47.8K ﹤0.01% 1878
2015
Q4 		$478K Buy
43,395
+4,512
+12% +$72.5K 0.01% 1047
2015
Q3 		$684K Sell
38,883
-10,607
-21% -$188K 0.01% 816
2015
Q2 		$865K Buy
49,490
+8,322
+20% +$148K 0.02% 783
2015
Q1 		$721K Buy
41,168
+5,643
+16% +$96.3K 0.01% 851
2014
Q4 		$652K Buy
35,525
+29,215
+463% +$561K 0.01% 804
2014
Q3 		$125K Buy
6,310
+5,610
+801% +$106K ﹤0.01% 1479
2014
Q2 		$14K Buy
+700
New +$13.7K ﹤0.01% 2925

Other funds holding UDF

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
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
Concorde Asset Management Ann Arbor, Michigan $204M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UDF Position: Q4 2016 in Review

Ladenburg Thalmann Financial Services sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 56,015 shares.

Ladenburg Thalmann Financial Services first reported a position in UDF in Q2 2014 and held it in 10 quarters. The position peaked at $865K in Q2 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • Ladenburg Thalmann Financial Services reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 56,015 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • Ladenburg Thalmann Financial Services first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2014 and held it in 10 quarters.
  • Ladenburg Thalmann Financial Services's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $865K in Q2 2015.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2016, filed 14 Feb 2017.