SPC
UDF

Sigma Planning Corp’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Sigma Planning Corp’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
2017
Q1 		– Sell
-145,572
Closed -$437K – 844
2016
Q4 		$437K Buy
145,572
+1,656
+1% +$4.97K 0.05% 391
2016
Q3 		$336K Buy
143,916
+30,620
+27% +$71.5K 0.04% 473
2016
Q2 		$354K Sell
113,296
-446
-0.4% -$1.39K 0.05% 429
2016
Q1 		$364K Sell
113,742
-9,802
-8% -$87.3K 0.05% 392
2015
Q4 		$1.36M Sell
123,544
-5,924
-5% -$95.2K 0.19% 119
2015
Q3 		$2.28M Buy
129,468
+12,078
+10% +$214K 0.36% 59
2015
Q2 		$2.05M Sell
117,390
-13,329
-10% -$238K 0.28% 82
2015
Q1 		$2.29M Sell
130,719
-4,117
-3% -$70.2K 0.3% 75
2014
Q4 		$2.47M Buy
+134,836
New +$2.59M 0.33% 73

Other funds holding UDF

KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Sigma Planning Corp's UDF Position: Q1 2017 in Review

Sigma Planning Corp sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 145,572 shares — an estimated $437K sold.

Sigma Planning Corp first reported a position in UDF in Q4 2014 and held it in 9 quarters. The position peaked at $2.47M in Q4 2014. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • Sigma Planning Corp reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 145,572 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $437K.
  • Sigma Planning Corp first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 9 quarters.
  • Sigma Planning Corp's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $2.47M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2017.

Based on Sigma Planning Corp's 13F filing for Q1 2017, filed 24 Apr 2017.