AWM
UBFO

AE Wealth Management’s United Security Bancshares UBFO Stock Holding History

AE Wealth Management’s Portfolio UBFO Stock Details UBFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17,008
Closed -$194K – 1069
2019
Q2 		$194K Buy
+17,008
New +$178K 0.01% 905

Other funds holding UBFO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

AE Wealth Management's UBFO Position: Q3 2019 in Review

AE Wealth Management sold out of United Security Bancshares (UBFO) in Q3 2019, closing a stake of 17,008 shares — an estimated $194K sold.

AE Wealth Management first reported a position in UBFO in Q2 2019 and held it in 1 quarter. The position peaked at $194K in Q2 2019. 50 funds tracked by Wall St. Rank hold UBFO as of Q3 2019.

  • AE Wealth Management reported no remaining United Security Bancshares position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 17,008 United Security Bancshares shares in Q3 2019, an estimated $194K.
  • AE Wealth Management first reported a position in United Security Bancshares in Q2 2019 and held it in 1 quarter.
  • AE Wealth Management's United Security Bancshares position peaked at $194K in Q2 2019.
  • 50 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.