Kalos Management, Inc. - UNITED DEV FDG IV ownership

UNITED DEV FDG IV's ticker is UDFI and the CUSIP is 910187103. A total of 4 filers reported holding UNITED DEV FDG IV in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of UNITED DEV FDG IV
ValueSharesWeighting
Q2 2021$0
-100.0%
68,211
-19.8%
0.00%
-100.0%
Q2 2020$128,000
-8.6%
85,041
+0.1%
0.05%
-12.9%
Q1 2020$140,000
+53.8%
84,976
+152.6%
0.06%
+87.9%
Q4 2019$91,000
-9.9%
33,644
+0.8%
0.03%
-17.5%
Q3 2019$101,000
-32.7%
33,364
-9.3%
0.04%
-41.2%
Q2 2019$150,000
+5.6%
36,801
+38.0%
0.07%
-26.1%
Q1 2019$142,000
-11.2%
26,666
-28.3%
0.09%
+17.9%
Q4 2018$160,000
+171.2%
37,206
+161.2%
0.08%
+143.8%
Q3 2018$59,000
-56.9%
14,242
-59.0%
0.03%
-48.4%
Q2 2018$137,000
-42.9%
34,706
-50.0%
0.06%
-12.7%
Q1 2018$240,000
+116.2%
69,412
+92.2%
0.07%
+36.5%
Q4 2017$111,000
+35.4%
36,111
-56.1%
0.05%
-14.8%
Q4 2015$82,00082,3510.06%
Other shareholders
UNITED DEV FDG IV shareholders Q2 2018
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