LPWM
UDF

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

Lake Point 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
2019
Q1 		– Sell
-759
Closed -$3K – 929
2018
Q4 		$3K Buy
+759
New +$3K ﹤0.01% 647

Other funds holding UDF

KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lake Point Wealth Management's UDF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2019, closing a stake of 759 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in UDF in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 3 funds tracked by Wall St. Rank hold UDF as of Q1 2019.

  • Lake Point Wealth Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 759 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $3K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.