VIA
UDF

Vantage Investment Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Vantage Investment 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
2018
Q3 		$33K Hold
7,120
– – 0.01% 350
2018
Q2 		$24K Hold
7,120
– – 0.01% 388
2018
Q1 		$24K Hold
7,120
– – 0.01% 397
2017
Q4 		$24K Hold
7,120
– – 0.01% 422
2017
Q3 		$25K Hold
7,120
– – 0.01% 407
2017
Q2 		$21K Hold
7,120
– – 0.01% 415
2017
Q1 		$14K Hold
7,120
– – ﹤0.01% 470
2016
Q4 		$21K Hold
7,120
– – 0.01% 397
2016
Q3 		$23K Buy
7,120
+5,545
+352% +$17.9K 0.01% 375
2016
Q2 		$5K Hold
1,575
– – ﹤0.01% 635
2016
Q1 		$5K Hold
1,575
– – ﹤0.01% 637
2015
Q4 		$17K Hold
1,575
– – 0.01% 423
2015
Q3 		$28K Buy
+1,575
New +$27.9K 0.02% 313

Other funds holding UDF

KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Vantage Investment Advisors's UDF Position: Q3 2018 in Review

Vantage Investment Advisors held its UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) position steady in Q3 2018 at 7,120 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #350.

Vantage Investment Advisors first reported a position in UDF in Q3 2015 and has held it in 13 quarters since. 3 funds tracked by Wall St. Rank hold UDF as of Q3 2018.

  • Vantage Investment Advisors held 7,120 shares of UNITED DEV FDG IV COM SHS OF BENE INT (TX) worth $33K as of Q3 2018.
  • Vantage Investment Advisors left its UNITED DEV FDG IV COM SHS OF BENE INT (TX) share count unchanged in Q3 2018.
  • UNITED DEV FDG IV COM SHS OF BENE INT (TX) made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #350 holding.
  • Vantage Investment Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2015 and has held it in 13 quarters since.
  • 3 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.