Piershale Financial Group’s United Security Bancshares UBFO Stock Holding History

Piershale Financial Group’s Portfolio UBFO Stock Details UBFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-152	Closed	–	–	165
2015 Q2	$0	Sell	152 -1	-0.7%	-$5	﹤0.01%	147
2015 Q1	$0	Sell	153 -2	-1%	-$10	﹤0.01%	174
2014 Q4	$0	Sell	155 -1	-0.6%	-$5	﹤0.01%	170
2014 Q3	$0	Sell	156 -162	-51%	-$837	﹤0.01%	190
2014 Q2	$2K	Sell	318 -2	-0.6%	-$10	﹤0.01%	133
2014 Q1	$2K	Sell	320 -2	-0.6%	-$9	﹤0.01%	114
2013 Q4	$1K	Buy	+322	New	+$1.34K	﹤0.01%	129
2013 Q3	–	Sell	-178	Closed	-$1K	–	137
2013 Q2	$1K	Buy	+178	New	+$637	﹤0.01%	91

Other funds holding UBFO

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Piershale Financial Group's UBFO Position: Q3 2015 in Review

Piershale Financial Group sold out of United Security Bancshares (UBFO) in Q3 2015, closing a stake of 152 shares.

Piershale Financial Group first reported a position in UBFO in Q2 2013 and held it in 8 quarters. The position peaked at $2K in Q2 2014. 21 funds tracked by Wall St. Rank hold UBFO as of Q3 2015.

Piershale Financial Group reported no remaining United Security Bancshares position as of Q3 2015 after selling out during the quarter.
Piershale Financial Group sold 152 United Security Bancshares shares in Q3 2015.
Piershale Financial Group first reported a position in United Security Bancshares in Q2 2013 and held it in 8 quarters.
Piershale Financial Group's United Security Bancshares position peaked at $2K in Q2 2014.
21 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2015.

Based on Piershale Financial Group's 13F filing for Q3 2015, filed 27 Oct 2015.