UNITED DEV FDG IV - COM (UDFI)

Q1 2020 13F Holders as of 31 Mar 2020

Type / Class
Equity / COM
Total 13F shares
263,547
Share change
+31,280
Total reported value
$443,742
Price per share
$1.70
Number of holders
7
Value change
+$34,848
Number of buys
4
Number of sells
2

Institutional Holders of UNITED DEV FDG IV - COM (UDFI) as of Q1 2020

As of 31 Mar 2020, UNITED DEV FDG IV - COM (UDFI) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 263,547 shares. The largest 7 holders included Hayden Royal, LLC, Kalos Management, Inc., Arkadios Wealth Advisors, Kovack Advisors, Inc., VERUS CAPITAL PARTNERS, LLC, Orion Portfolio Solutions, LLC, and IFP Advisors, Inc. This page lists 7 institutional shareholders reporting positions in this security for the Q1 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.