RPG
UDF

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

Risk Paradigm 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
2018
Q2 		– Sell
-22,179
Closed -$75.4K – 226
2018
Q1 		$75.4K Buy
22,179
+2,520
+13% +$8.57K 0.1% 131
2017
Q4 		$65.9K Sell
19,659
-100
-0.5% -$335 0.07% 142
2017
Q3 		$70.1K Buy
19,759
+1,800
+10% +$6.39K 0.09% 128
2017
Q2 		$53.9K Sell
17,959
-3,829
-18% -$11.5K 0.06% 148
2017
Q1 		$41.4K Sell
21,788
-14,644
-40% -$27.8K 0.05% 160
2016
Q4 		$109K Hold
36,432
– – 0.12% 119
2016
Q3 		$117K Buy
+36,432
New +$117K 0.09% 119
2016
Q2 		– Sell
-36,432
Closed -$117K – 248
2016
Q1 		$117K Buy
36,432
+1,200
+3% +$10.7K 0.15% 87
2015
Q4 		$388K Sell
35,232
-1,297
-4% -$20.8K 0.46% 45
2015
Q3 		$643K Buy
36,529
+4,976
+16% +$88.3K 1.33% 14
2015
Q2 		$552K Sell
31,553
-2,661
-8% -$47.5K 0.53% 54
2015
Q1 		$599K Buy
+34,214
New +$584K 0.59% 49

Other funds holding UDF

KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Risk Paradigm Group's UDF Position: Q2 2018 in Review

Risk Paradigm Group sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q2 2018, closing a stake of 22,179 shares — an estimated $75.4K sold.

Risk Paradigm Group first reported a position in UDF in Q1 2015 and held it in 12 quarters. The position peaked at $643K in Q3 2015. 4 funds tracked by Wall St. Rank hold UDF as of Q2 2018.

  • Risk Paradigm Group reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 22,179 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q2 2018, an estimated $75.4K.
  • Risk Paradigm Group first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2015 and held it in 12 quarters.
  • Risk Paradigm Group's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $643K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.