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 Change in
Stake 		Trade Value 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 +$200K ﹤0.01% 1190

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

United Capital Financial Advisors's UDF Position: Q1 2017 in Review

United Capital Financial Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2017, closing a stake of 27,415 shares — an estimated $82K sold.

United Capital Financial Advisors first reported a position in UDF in Q1 2016 and held it in 4 quarters. The position peaked at $82K in Q4 2016. 4 funds tracked by Wall St. Rank hold UDF as of Q1 2017.

  • United Capital Financial Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,415 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2017, an estimated $82K.
  • United Capital Financial Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2016 and held it in 4 quarters.
  • United Capital Financial Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $82K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.