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FMA Advisory’s First United FUNC Stock Holding History

FMA Advisory’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
2015
Q2 		$25K Buy
+2,847
New +$25K 0.02% 229

Other funds holding FUNC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FMA Advisory's FUNC Position: Q2 2015 in Review

FMA Advisory opened a new position in First United (FUNC) in Q2 2015: 2,847 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings.

25 funds tracked by Wall St. Rank hold FUNC as of Q2 2015.

  • FMA Advisory held 2,847 shares of First United worth $25K as of Q2 2015.
  • First United was a new FMA Advisory position in Q2 2015.
  • First United made up 0.02% of FMA Advisory's portfolio in Q2 2015, its #229 holding.
  • 25 funds tracked by Wall St. Rank held First United as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.