WA
UDF

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

WFG 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
2016
Q4 		– Sell
-144,412
Closed -$462K – 1872
2016
Q3 		$462K Buy
144,412
+2,654
+2% +$8.49K 0.12% 188
2016
Q2 		$454K Sell
141,758
-6,626
-4% -$21.2K 0.12% 179
2016
Q1 		$475K Sell
148,384
-1,480
-1% -$13.2K 0.14% 169
2015
Q4 		$1.65M Buy
149,864
+10,233
+7% +$164K 0.49% 43
2015
Q3 		$2.46M Buy
139,631
+42,393
+44% +$752K 0.77% 23
2015
Q2 		$1.7M Buy
97,238
+2,267
+2% +$40.4K 0.47% 38
2015
Q1 		$1.66M Sell
94,971
-11,862
-11% -$202K 0.46% 35
2014
Q4 		$1.96M Buy
+106,833
New +$2.05M 0.4% 46

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

WFG Advisors's UDF Position: Q4 2016 in Review

WFG Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 144,412 shares — an estimated $462K sold.

WFG Advisors first reported a position in UDF in Q4 2014 and held it in 8 quarters. The position peaked at $2.46M in Q3 2015. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • WFG Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 144,412 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $462K.
  • WFG Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2014 and held it in 8 quarters.
  • WFG Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $2.46M in Q3 2015.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.