OPS
UDF

Orion Portfolio Solutions’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-199
Closed – – 2439
2020
Q2 		$0 Sell
199
-618
-76% – ﹤0.01% 2629
2020
Q1 		$1K Buy
817
+286
+54% +$350 ﹤0.01% 1863
2019
Q4 		$2K Buy
+531
New +$2K ﹤0.01% 1596

Other funds holding UDF

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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

Orion Portfolio Solutions's UDF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q3 2020, closing a stake of 199 shares.

Orion Portfolio Solutions first reported a position in UDF in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 3 funds tracked by Wall St. Rank hold UDF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 199 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $2K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.