Kalos Management, Inc. - UNITED DEV FDG IV ownership

UNITED DEV FDG IV's ticker is UDFI and the CUSIP is 910187103. A total of 3 filers reported holding UNITED DEV FDG IV in Q4 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 Q4 2018
NameSharesValueWeighting ↓
J.P. Turner & Co Capital Mnagement, LLC 138,002$2,433,0002.52%
VSR Financial Services, Inc. 1,181,924$20,802,0002.36%
Simplicity Solutions, LLC 90,043$1,585,0001.71%
Risk Paradigm Group, LLC 36,529$642,910,0001.33%
Concorde Asset Management, LLC 27,761$489,0000.83%
WFG Advisors, LP 139,631$2,458,0000.77%
Investors Capital Advisory Services 133,555$2,349,0000.47%
Kovack Advisors, Inc. 36,752$647,0000.45%
B. Riley Wealth Advisors, Inc. 102,300$1,801,0000.43%
Arete Wealth Advisors, LLC 30,462$536,0000.42%
View complete list of UNITED DEV FDG IV shareholders