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Ironwood Financial’s First United FUNC Stock Holding History

Ironwood Financial’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
2019
Q4 		– Sell
-10
Closed – – 381
2019
Q3 		$0 Buy
+10
New +$211 ﹤0.01% 385

Other funds holding FUNC

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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ironwood Financial's FUNC Position: Q4 2019 in Review

Ironwood Financial sold out of First United (FUNC) in Q4 2019, closing a stake of 10 shares.

Ironwood Financial first reported a position in FUNC in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 47 funds tracked by Wall St. Rank hold FUNC as of Q4 2019.

  • Ironwood Financial reported no remaining First United position as of Q4 2019 after selling out during the quarter.
  • Ironwood Financial sold 10 First United shares in Q4 2019.
  • Ironwood Financial first reported a position in First United in Q3 2019 and held it in 1 quarter.
  • Ironwood Financial's First United position peaked at $0 in Q3 2019.
  • 47 funds tracked by Wall St. Rank held First United as of Q4 2019.

Based on Ironwood Financial's 13F filing for Q4 2019, filed 24 Jan 2020.