BlackRock Institutional Trust’s First United FUNC Stock Holding History

BlackRock Institutional Trust’s Portfolio FUNC Stock Details FUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$138K	Sell	8,657 -1,297	-13%	-$16.7K	﹤0.01%	3620
2016 Q3	$123K	Hold	9,954	–	–	﹤0.01%	3679
2016 Q2	$98K	Hold	9,954	–	–	﹤0.01%	3712
2016 Q1	$109K	Hold	9,954	–	–	﹤0.01%	3701
2015 Q4	$116K	Sell	9,954 -647	-6%	-$6.14K	﹤0.01%	3735
2015 Q3	$87K	Hold	10,601	–	–	﹤0.01%	3746
2015 Q2	$92K	Sell	10,601 -905	-8%	-$7.95K	﹤0.01%	3733
2015 Q1	$105K	Hold	11,506	–	–	﹤0.01%	3700
2014 Q4	$98K	Sell	11,506 -376	-3%	-$3.18K	﹤0.01%	3713
2014 Q3	$94K	Hold	11,882	–	–	﹤0.01%	3676
2014 Q2	$104K	Sell	11,882 -746	-6%	-$6.35K	﹤0.01%	3762
2014 Q1	$96K	Buy	12,628 +746	+6%	+$5.96K	﹤0.01%	3773
2013 Q4	$91K	Hold	11,882	–	–	﹤0.01%	3796
2013 Q3	$98K	Sell	11,882 -3,189	-21%	-$26.1K	﹤0.01%	3759
2013 Q2	$115K	Buy	+15,071	New	+$120K	﹤0.01%	3720

Other funds holding FUNC

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCC

Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BlackRock Institutional Trust's FUNC Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its First United (FUNC) stake by 13% in Q4 2016, selling an estimated $16.7K and leaving 8,657 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

BlackRock Institutional Trust first reported a position in FUNC in Q2 2013 and has held it in 15 quarters since. 29 funds tracked by Wall St. Rank hold FUNC as of Q4 2016.

BlackRock Institutional Trust held 8,657 shares of First United worth $138K as of Q4 2016.
BlackRock Institutional Trust sold 1,297 First United shares in Q4 2016, an estimated $16.7K.
First United made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3620 holding.
BlackRock Institutional Trust first reported a position in First United in Q2 2013 and has held it in 15 quarters since.
29 funds tracked by Wall St. Rank held First United as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.