Ellevest Inc’s United Security Bancshares UBFO Stock Holding History

Ellevest Inc’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 Q3	–	Sell	-11	Closed	–	–	1329
2020 Q2	$0	Hold	11	–	–	﹤0.01%	1339
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1302
2019 Q4	$0	Buy	+11	New	+$114	﹤0.01%	1059

Other funds holding UBFO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's UBFO Position: Q3 2020 in Review

Ellevest Inc sold out of United Security Bancshares (UBFO) in Q3 2020, closing a stake of 11 shares.

Ellevest Inc first reported a position in UBFO in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 48 funds tracked by Wall St. Rank hold UBFO as of Q3 2020.

Ellevest Inc reported no remaining United Security Bancshares position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 11 United Security Bancshares shares in Q3 2020.
Ellevest Inc first reported a position in United Security Bancshares in Q4 2019 and held it in 3 quarters.
Ellevest Inc's United Security Bancshares position peaked at $0 in Q2 2020.
48 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.