MHS
UDF

M Holdings Securities’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

M Holdings Securities’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
-27,905
Closed – – 280
2016
Q3 		$0 Buy
27,905
+5,479
+24% – ﹤0.01% 269
2016
Q2 		$0 Buy
+22,426
New – ﹤0.01% 255

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

M Holdings Securities's UDF Position: Q4 2016 in Review

M Holdings Securities sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 27,905 shares.

M Holdings Securities first reported a position in UDF in Q2 2016 and held it in 2 quarters. The position peaked at $0 in Q3 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • M Holdings Securities reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • M Holdings Securities sold 27,905 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016.
  • M Holdings Securities first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2016 and held it in 2 quarters.
  • M Holdings Securities's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $0 in Q3 2016.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on M Holdings Securities's 13F filing for Q4 2016, filed 28 Feb 2017.