MWNA
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Marshall Wace North America’s First United FUNC Stock Holding History

Marshall Wace North America’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
2020
Q2 		– Sell
-469
Closed -$7K – 1265
2020
Q1 		$7K Sell
469
-4,389
-90% -$92.6K ﹤0.01% 1168
2019
Q4 		$117K Buy
4,858
+3,370
+226% +$79.8K ﹤0.01% 1043
2019
Q3 		$33K Buy
+1,488
New +$31.4K ﹤0.01% 1201

Other funds holding FUNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Marshall Wace North America's FUNC Position: Q2 2020 in Review

Marshall Wace North America sold out of First United (FUNC) in Q2 2020, closing a stake of 469 shares — an estimated $7K sold.

Marshall Wace North America first reported a position in FUNC in Q3 2019 and held it in 3 quarters. The position peaked at $117K in Q4 2019. 44 funds tracked by Wall St. Rank hold FUNC as of Q2 2020.

  • Marshall Wace North America reported no remaining First United position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace North America sold 469 First United shares in Q2 2020, an estimated $7K.
  • Marshall Wace North America first reported a position in First United in Q3 2019 and held it in 3 quarters.
  • Marshall Wace North America's First United position peaked at $117K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held First United as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.