HCA
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Hovde Capital Advisors’s First United FUNC Stock Holding History

Hovde Capital Advisors’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
2013
Q4 		$130K Hold
16,966
– – 0.51% 15
2013
Q3 		$139K Sell
16,966
-10,444
-38% -$85.4K 0.5% 15
2013
Q2 		$208K Buy
+27,410
New +$218K 0.3% 13

Other funds holding FUNC

FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hovde Capital Advisors's FUNC Position: Q4 2013 in Review

Hovde Capital Advisors held its First United (FUNC) position steady in Q4 2013 at 16,966 shares worth $130K. The position accounts for 0.51% of the portfolio, ranked #15.

Hovde Capital Advisors first reported a position in FUNC in Q2 2013 and has held it in 3 quarters since. The position peaked at $208K in Q2 2013. 24 funds tracked by Wall St. Rank hold FUNC as of Q4 2013.

  • Hovde Capital Advisors held 16,966 shares of First United worth $130K as of Q4 2013.
  • Hovde Capital Advisors left its First United share count unchanged in Q4 2013.
  • First United made up 0.51% of Hovde Capital Advisors's portfolio in Q4 2013, its #15 holding.
  • Hovde Capital Advisors first reported a position in First United in Q2 2013 and has held it in 3 quarters since.
  • Hovde Capital Advisors's First United position peaked at $208K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held First United as of Q4 2013.

Based on Hovde Capital Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.