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Mark Sheptoff Financial Planning’s First United FUNC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-1,000
Closed -$17K – 386
2017
Q4 		$17K Hold
1,000
– – 0.01% 244
2017
Q3 		$17K Hold
1,000
– – 0.01% 249
2017
Q2 		$15K Sell
1,000
-1
-0.1% -$15 0.01% 250
2017
Q1 		$15K Buy
+1,001
New +$14.4K 0.01% 251

Other funds holding FUNC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Mark Sheptoff Financial Planning's FUNC Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of First United (FUNC) in Q1 2018, closing a stake of 1,000 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in FUNC in Q1 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 29 funds tracked by Wall St. Rank hold FUNC as of Q1 2018.

  • Mark Sheptoff Financial Planning reported no remaining First United position as of Q1 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 First United shares in Q1 2018, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in First United in Q1 2017 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's First United position peaked at $17K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held First United as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.