UNITED CAPITAL FINANCIAL ADVISORS, LLC - UNITED DEV FDG IV ownership

UNITED DEV FDG IV's ticker is UDFI and the CUSIP is 910187103. A total of 87 filers reported holding UNITED DEV FDG IV in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of UNITED DEV FDG IV
ValueSharesWeighting
Q4 2016$82,00027,4150.0%0.00%
Q3 2016$027,415
+10.0%
0.00%
Q2 2016$0
-100.0%
24,915
+11.0%
0.00%
-100.0%
Q1 2016$72,00022,4500.00%
Other shareholders
UNITED DEV FDG IV shareholders Q1 2016
NameSharesValueWeighting ↓
WFG Advisors, LP 141,758$454,0000.12%
Simplicity Solutions, LLC 45,178$145,0000.08%
Concorde Asset Management, LLC 24,026$77,0000.08%
Kovack Advisors, Inc. 31,987$102,0000.05%
Sigma Planning Corp 113,296$354,0000.05%
Ausdal Financial Partners, Inc. 25,200$81,0000.04%
Global X Management CO LLC 344,809$739,0000.04%
WEALTHSOURCE PARTNERS, LLC 27,067$87,0000.03%
IFP Advisors, Inc 139,012$445,0000.02%
MENTA CAPITAL LLC 42,281$135,0000.02%
View complete list of UNITED DEV FDG IV shareholders