Envestnet Asset Management
FUNC icon

Envestnet Asset Management’s First United FUNC Stock Holding History

Envestnet Asset Management’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
2018
Q3 		– Sell
-151
Closed -$3K – 1749
2018
Q2 		$3K Hold
151
– – ﹤0.01% 2695
2018
Q1 		$3K Buy
+151
New +$2.71K ﹤0.01% 2657

Other funds holding FUNC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Envestnet Asset Management's FUNC Position: Q3 2018 in Review

Envestnet Asset Management sold out of First United (FUNC) in Q3 2018, closing a stake of 151 shares — an estimated $3K sold.

Envestnet Asset Management first reported a position in FUNC in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 48 funds tracked by Wall St. Rank hold FUNC as of Q3 2018.

  • Envestnet Asset Management reported no remaining First United position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 151 First United shares in Q3 2018, an estimated $3K.
  • Envestnet Asset Management first reported a position in First United in Q1 2018 and held it in 2 quarters.
  • Envestnet Asset Management's First United position peaked at $3K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held First United as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.