UCFA
UDF

United Capital Financial Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

United Capital Financial Advisors’s Portfolio UDF Stock Details UDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-27,415
Closed -$82K – 1320
2016
Q4 		$82K Hold
27,415
– – ﹤0.01% 1231
2016
Q3 		$0 Buy
27,415
+2,500
+10% – ﹤0.01% 1349
2016
Q2 		$0 Buy
24,915
+2,465
+11% – ﹤0.01% 1331
2016
Q1 		$72K Buy
+22,450
New +$72K ﹤0.01% 1190