WP
UDF

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

WealthSource 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
2016
Q4 		– Sell
-27,067
Closed -$87K – 302
2016
Q3 		$87K Hold
27,067
– – 0.03% 254
2016
Q2 		$87K Hold
27,067
– – 0.03% 258
2016
Q1 		$87K Buy
+27,067
New +$241K 0.04% 230

Other funds holding UDF

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

WealthSource Partners's UDF Position: Q4 2016 in Review

WealthSource Partners sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 27,067 shares — an estimated $87K sold.

WealthSource Partners first reported a position in UDF in Q1 2016 and held it in 3 quarters. The position peaked at $87K in Q3 2016. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • WealthSource Partners reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 27,067 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $87K.
  • WealthSource Partners first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q1 2016 and held it in 3 quarters.
  • WealthSource Partners's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $87K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.