EGA
UBFO

Eagle Global Advisors’s United Security Bancshares UBFO Stock Holding History

Eagle Global 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
2017
Q3 		– Sell
-14,760
Closed -$137K – 357
2017
Q2 		$137K Buy
+14,760
New +$129K ﹤0.01% 411

Other funds holding UBFO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Global Advisors's UBFO Position: Q3 2017 in Review

Eagle Global Advisors sold out of United Security Bancshares (UBFO) in Q3 2017, closing a stake of 14,760 shares — an estimated $137K sold.

Eagle Global Advisors first reported a position in UBFO in Q2 2017 and held it in 1 quarter. The position peaked at $137K in Q2 2017. 52 funds tracked by Wall St. Rank hold UBFO as of Q3 2017.

  • Eagle Global Advisors reported no remaining United Security Bancshares position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 14,760 United Security Bancshares shares in Q3 2017, an estimated $137K.
  • Eagle Global Advisors first reported a position in United Security Bancshares in Q2 2017 and held it in 1 quarter.
  • Eagle Global Advisors's United Security Bancshares position peaked at $137K in Q2 2017.
  • 52 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.