LPL Financial
UDF

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

LPL Financial’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
-50,858
Closed – – 2883
2016
Q3 		$0 Buy
50,858
+3,291
+7% – ﹤0.01% 2844
2016
Q2 		$0 Sell
47,567
-47,167
-50% – ﹤0.01% 3287
2016
Q1 		$0 Buy
94,734
+4,040
+4% +$36K ﹤0.01% 3320
2015
Q4 		$943K Buy
90,694
+42,800
+89% +$688K ﹤0.01% 1730
2015
Q3 		$862K Sell
47,894
-2,537
-5% -$45K ﹤0.01% 1346
2015
Q2 		$922K Sell
50,431
-6,977
-12% -$124K ﹤0.01% 1434
2015
Q1 		$1.02M Buy
57,408
+11,492
+25% +$196K 0.01% 1342
2014
Q4 		$842K Buy
45,916
+8,277
+22% +$159K ﹤0.01% 1432
2014
Q3 		$739K Buy
+37,639
New +$712K ﹤0.01% 1496

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

LPL Financial's UDF Position: Q4 2016 in Review

LPL Financial sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 50,858 shares.

LPL Financial first reported a position in UDF in Q3 2014 and held it in 9 quarters. The position peaked at $1.02M in Q1 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • LPL Financial reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 50,858 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • LPL Financial first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 9 quarters.
  • LPL Financial's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $1.02M in Q1 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 LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.