Regal Investment Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Regal Investment Advisors’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 Q1	–	Sell	-25,670	Closed	-$229K	–	243
2015 Q4	$282K	Hold	25,670	–	–	0.07%	207
2015 Q3	$451K	Hold	25,670	–	–	0.12%	157
2015 Q2	$448K	Hold	25,670	–	–	0.12%	162
2015 Q1	$450K	Sell	25,670 -5,837	-19%	-$99.6K	0.11%	165
2014 Q4	$578K	Buy	31,507 +9,928	+46%	+$191K	0.15%	137
2014 Q3	$428K	Buy	+21,579	New	+$408K	0.13%	154

Other funds holding UDF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Regal Investment Advisors's UDF Position: Q1 2016 in Review

Regal Investment Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2016, closing a stake of 25,670 shares — an estimated $229K sold.

Regal Investment Advisors first reported a position in UDF in Q3 2014 and held it in 6 quarters. The position peaked at $578K in Q4 2014. 86 funds tracked by Wall St. Rank hold UDF as of Q1 2016.

Regal Investment Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2016 after selling out during the quarter.
Regal Investment Advisors sold 25,670 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2016, an estimated $229K.
Regal Investment Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 6 quarters.
Regal Investment Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $578K in Q4 2014.
86 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.