Wellington Management Group
FUNC icon

Wellington Management Group’s First United FUNC Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-36,753
Closed -$885K – 1965
2019
Q4 		$885K Buy
+36,753
New +$870K ﹤0.01% 1730

Other funds holding FUNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wellington Management Group's FUNC Position: Q1 2020 in Review

Wellington Management Group sold out of First United (FUNC) in Q1 2020, closing a stake of 36,753 shares — an estimated $885K sold.

Wellington Management Group first reported a position in FUNC in Q4 2019 and held it in 1 quarter. The position peaked at $885K in Q4 2019. 39 funds tracked by Wall St. Rank hold FUNC as of Q1 2020.

  • Wellington Management Group reported no remaining First United position as of Q1 2020 after selling out during the quarter.
  • Wellington Management Group sold 36,753 First United shares in Q1 2020, an estimated $885K.
  • Wellington Management Group first reported a position in First United in Q4 2019 and held it in 1 quarter.
  • Wellington Management Group's First United position peaked at $885K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held First United as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.