WCM
UDF

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

Wealthcare Capital Management’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
2015
Q3 		– Sell
-1,250
Closed – – 446
2015
Q2 		$0 Sell
1,250
-1,164
-48% -$20.8K ﹤0.01% 1093
2015
Q1 		$42K Buy
+2,414
New +$41.2K 0.01% 284

Other funds holding UDF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
JPTCCM
J.P. Turner & Co Capital Management Atlanta, Georgia $96.3M AUM 2.15% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Wealthcare Capital Management's UDF Position: Q3 2015 in Review

Wealthcare Capital Management sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q3 2015, closing a stake of 1,250 shares.

Wealthcare Capital Management first reported a position in UDF in Q1 2015 and held it in 2 quarters. The position peaked at $42K in Q1 2015. 78 funds tracked by Wall St. Rank hold UDF as of Q3 2015.

  • Wealthcare Capital Management reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,250 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $42K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.