Mercer Global Advisors’s Union Bankshares UNB Stock Holding History

Mercer Global Advisors’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 Q2	–	Sell	-9,700	Closed	-$218K	–	1175
2020 Q1	$218K	Hold	9,700	–	–	﹤0.01%	917
2019 Q4	$352K	Hold	9,700	–	–	0.01%	859
2019 Q3	$306K	Hold	9,700	–	–	0.01%	877
2019 Q2	$359K	Hold	9,700	–	–	0.01%	809
2019 Q1	$439K	Buy	+9,700	New	+$454K	0.02%	679

Other funds holding UNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Millennium Management New York $240B AUM 35.51% 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

Mercer Global Advisors's UNB Position: Q2 2020 in Review

Mercer Global Advisors sold out of Union Bankshares (UNB) in Q2 2020, closing a stake of 9,700 shares — an estimated $218K sold.

Mercer Global Advisors first reported a position in UNB in Q1 2019 and held it in 5 quarters. The position peaked at $439K in Q1 2019. 28 funds tracked by Wall St. Rank hold UNB as of Q2 2020.

Mercer Global Advisors reported no remaining Union Bankshares position as of Q2 2020 after selling out during the quarter.
Mercer Global Advisors sold 9,700 Union Bankshares shares in Q2 2020, an estimated $218K.
Mercer Global Advisors first reported a position in Union Bankshares in Q1 2019 and held it in 5 quarters.
Mercer Global Advisors's Union Bankshares position peaked at $439K in Q1 2019.
28 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2020.

Based on Mercer Global Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.