VCP
UDF

Verus Capital Partners’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Verus Capital Partners’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
2020
Q1 		$3K Hold
1,564
– – ﹤0.01% 1316
2019
Q4 		$5K Buy
+1,564
New +$5K ﹤0.01% 1313

Other funds holding UDF

HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Verus Capital Partners's UDF Position: Q1 2020 in Review

Verus Capital Partners held its UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) position steady in Q1 2020 at 1,564 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Verus Capital Partners first reported a position in UDF in Q4 2019 and has held it in 2 quarters since. The position peaked at $5K in Q4 2019. 7 funds tracked by Wall St. Rank hold UDF as of Q1 2020.

  • Verus Capital Partners held 1,564 shares of UNITED DEV FDG IV COM SHS OF BENE INT (TX) worth $3K as of Q1 2020.
  • Verus Capital Partners left its UNITED DEV FDG IV COM SHS OF BENE INT (TX) share count unchanged in Q1 2020.
  • UNITED DEV FDG IV COM SHS OF BENE INT (TX) made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1316 holding.
  • Verus Capital Partners first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $5K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.