WFG Advisors, LP - UNITED DEV FDG IV ownership

UNITED DEV FDG IV's ticker is UDFI and the CUSIP is 910187103. A total of 79 filers reported holding UNITED DEV FDG IV in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of UNITED DEV FDG IV
ValueSharesWeighting
Q3 2016$462,000
+1.8%
144,412
+1.9%
0.12%
-5.0%
Q2 2016$454,000
-4.4%
141,758
-4.5%
0.12%
-11.7%
Q1 2016$475,000
-71.2%
148,384
-1.0%
0.14%
-72.2%
Q4 2015$1,649,000
-32.9%
149,864
+7.3%
0.49%
-35.9%
Q3 2015$2,458,000
+44.6%
139,631
+43.6%
0.77%
+64.3%
Q2 2015$1,700,000
+2.2%
97,238
+2.4%
0.47%
+0.9%
Q1 2015$1,664,000
-15.1%
94,971
-11.1%
0.46%
+17.2%
Q4 2014$1,959,000106,8330.40%
Other shareholders
UNITED DEV FDG IV shareholders Q3 2015
NameSharesValueWeighting ↓
Risk Paradigm Group, LLC 36,432$109,296,0000.12%
Concorde Asset Management, LLC 22,439$67,0000.12%
Capital Investment Advisory Services, LLC 23,940$72,0000.06%
Sigma Planning Corp 145,572$437,0000.05%
Kovack Advisors, Inc. 27,720$83,0000.04%
Simplicity Solutions, LLC 37,530$113,0000.03%
Vantage Investment Advisors, LLC 7,120$21,0000.01%
Endurance Wealth Management, Inc. 1,862$6,0000.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,415$82,0000.00%
SEI INVESTMENTS CO 22,700$68,0000.00%
View complete list of UNITED DEV FDG IV shareholders