McIlrath & Eck’s Union Bankshares UNB Stock Holding History

McIlrath & Eck’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-75	Closed	-$2K	–	711
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	610
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	648
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	586
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	547
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	565
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	542
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	542
2018 Q4	$4K	Hold	75	–	–	﹤0.01%	419
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	421
2018 Q2	$4K	Sell	75 -500	-87%	-$25.8K	﹤0.01%	401
2018 Q1	$29K	Hold	575	–	–	0.02%	147
2017 Q4	$30K	Buy	+575	New	+$28.9K	0.02%	159

Other funds holding UNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

McIlrath & Eck's UNB Position: Q4 2020 in Review

McIlrath & Eck sold out of Union Bankshares (UNB) in Q4 2020, closing a stake of 75 shares — an estimated $2K sold.

McIlrath & Eck first reported a position in UNB in Q4 2017 and held it in 12 quarters. The position peaked at $30K in Q4 2017. 28 funds tracked by Wall St. Rank hold UNB as of Q4 2020.

McIlrath & Eck reported no remaining Union Bankshares position as of Q4 2020 after selling out during the quarter.
McIlrath & Eck sold 75 Union Bankshares shares in Q4 2020, an estimated $2K.
McIlrath & Eck first reported a position in Union Bankshares in Q4 2017 and held it in 12 quarters.
McIlrath & Eck's Union Bankshares position peaked at $30K in Q4 2017.
28 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2020.

Based on McIlrath & Eck's 13F filing for Q4 2020, filed 5 Feb 2021.