PFG
UDF

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

Pacific Financial Group’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
2015
Q1 		– Sell
-5,631
Closed -$103K – 242
2014
Q4 		$103K Buy
+5,631
New +$108K 0.03% 56

Other funds holding UDF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JPTCCM
J.P. Turner & Co Capital Management Atlanta, Georgia $96.3M AUM 2.15% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Pacific Financial Group's UDF Position: Q1 2015 in Review

Pacific Financial Group sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2015, closing a stake of 5,631 shares — an estimated $103K sold.

Pacific Financial Group first reported a position in UDF in Q4 2014 and held it in 1 quarter. The position peaked at $103K in Q4 2014. 46 funds tracked by Wall St. Rank hold UDF as of Q1 2015.

  • Pacific Financial Group reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 5,631 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2015, an estimated $103K.
  • Pacific Financial Group first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $103K in Q4 2014.
  • 46 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.