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Dorsey Wright & Associates’s First United FUNC Stock Holding History

Dorsey Wright & Associates’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
2020
Q2 		– Sell
-480
Closed -$7K – 331
2020
Q1 		$7K Hold
480
– – ﹤0.01% 214
2019
Q4 		$12K Hold
480
– – ﹤0.01% 193
2019
Q3 		$11K Buy
+480
New +$10.1K ﹤0.01% 215

Other funds holding FUNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Dorsey Wright & Associates's FUNC Position: Q2 2020 in Review

Dorsey Wright & Associates sold out of First United (FUNC) in Q2 2020, closing a stake of 480 shares — an estimated $7K sold.

Dorsey Wright & Associates first reported a position in FUNC in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 44 funds tracked by Wall St. Rank hold FUNC as of Q2 2020.

  • Dorsey Wright & Associates reported no remaining First United position as of Q2 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 480 First United shares in Q2 2020, an estimated $7K.
  • Dorsey Wright & Associates first reported a position in First United in Q3 2019 and held it in 3 quarters.
  • Dorsey Wright & Associates's First United position peaked at $12K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held First United as of Q2 2020.

Based on Dorsey Wright & Associates's 13F filing for Q2 2020, filed 23 Jul 2020.