SS
UDF

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

Simplicity 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
2017
Q1 		– Sell
-37,530
Closed -$113K – 422
2016
Q4 		$113K Sell
37,530
-918
-2% -$2.76K 0.03% 336
2016
Q3 		$123K Sell
38,448
-6,730
-15% -$21.5K 0.06% 246
2016
Q2 		$145K Sell
45,178
-211
-0.5% -$677 0.08% 216
2016
Q1 		$145K Sell
45,389
-338,107
-88% -$3.01M 0.09% 196
2015
Q4 		$4.22M Buy
383,496
+293,453
+326% +$4.72M 0.5% 38
2015
Q3 		$1.58M Buy
90,043
+39,672
+79% +$704K 1.71% 11
2015
Q2 		$880K Buy
+50,371
New +$898K 0.84% 23
2015
Q1 		– Sell
-30,038
Closed -$551K – 109
2014
Q4 		$551K Buy
+30,038
New +$577K 0.65% 39

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

Simplicity Solutions's UDF Position: Q1 2017 in Review

Simplicity Solutions sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 37,530 shares — an estimated $113K sold.

Simplicity Solutions first reported a position in UDF in Q4 2014 and held it in 8 quarters. The position peaked at $4.22M in Q4 2015. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • Simplicity Solutions reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2017 after selling out during the quarter.
  • Simplicity Solutions sold 37,530 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $113K.
  • Simplicity Solutions first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 8 quarters.
  • Simplicity Solutions's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $4.22M in Q4 2015.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2017.

Based on Simplicity Solutions's 13F filing for Q1 2017, filed 8 May 2017.