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Ladenburg Thalmann Financial Services’s First United FUNC Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		– Sell
-1,000
Closed -$19K – 5247
2018
Q3 		$19K Buy
+1,000
New +$19.5K ﹤0.01% 3933

Other funds holding FUNC

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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FUNC Position: Q4 2018 in Review

Ladenburg Thalmann Financial Services sold out of First United (FUNC) in Q4 2018, closing a stake of 1,000 shares — an estimated $19K sold.

Ladenburg Thalmann Financial Services first reported a position in FUNC in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 49 funds tracked by Wall St. Rank hold FUNC as of Q4 2018.

  • Ladenburg Thalmann Financial Services reported no remaining First United position as of Q4 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,000 First United shares in Q4 2018, an estimated $19K.
  • Ladenburg Thalmann Financial Services first reported a position in First United in Q3 2018 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's First United position peaked at $19K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held First United as of Q4 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2018, filed 14 Feb 2019.