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Financial Counselors Inc’s First United FUNC Stock Holding History

Financial Counselors Inc’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
2017
Q1 		– Sell
-12,901
Closed -$206K – 502
2016
Q4 		$206K Buy
+12,901
New +$166K 0.01% 464

Other funds holding FUNC

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GJL
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Counselors Inc's FUNC Position: Q1 2017 in Review

Financial Counselors Inc sold out of First United (FUNC) in Q1 2017, closing a stake of 12,901 shares — an estimated $206K sold.

Financial Counselors Inc first reported a position in FUNC in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 27 funds tracked by Wall St. Rank hold FUNC as of Q1 2017.

  • Financial Counselors Inc reported no remaining First United position as of Q1 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 12,901 First United shares in Q1 2017, an estimated $206K.
  • Financial Counselors Inc first reported a position in First United in Q4 2016 and held it in 1 quarter.
  • Financial Counselors Inc's First United position peaked at $206K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held First United as of Q1 2017.

Based on Financial Counselors Inc's 13F filing for Q1 2017, filed 12 May 2017.