DA
UBFO

Denali Advisors’s United Security Bancshares UBFO Stock Holding History

Denali Advisors’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
2020
Q1 		– Sell
-218
Closed -$2K – 362
2019
Q4 		$2K Hold
218
– – ﹤0.01% 305
2019
Q3 		$2K Hold
218
– – ﹤0.01% 276
2019
Q2 		$2K Buy
+218
New +$2.28K ﹤0.01% 281

Other funds holding UBFO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Denali Advisors's UBFO Position: Q1 2020 in Review

Denali Advisors sold out of United Security Bancshares (UBFO) in Q1 2020, closing a stake of 218 shares — an estimated $2K sold.

Denali Advisors first reported a position in UBFO in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 51 funds tracked by Wall St. Rank hold UBFO as of Q1 2020.

  • Denali Advisors reported no remaining United Security Bancshares position as of Q1 2020 after selling out during the quarter.
  • Denali Advisors sold 218 United Security Bancshares shares in Q1 2020, an estimated $2K.
  • Denali Advisors first reported a position in United Security Bancshares in Q2 2019 and held it in 3 quarters.
  • Denali Advisors's United Security Bancshares position peaked at $2K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2020.

Based on Denali Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.