WSTAM
FUNC icon

Wilbanks Smith & Thomas Asset Management’s First United FUNC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-100
Closed -$2K – 706
2018
Q3 		$2K Buy
+100
New +$1.95K ﹤0.01% 1398

Other funds holding FUNC

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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FUNC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of First United (FUNC) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FUNC in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 49 funds tracked by Wall St. Rank hold FUNC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining First United position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 100 First United shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in First United in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's First United position peaked at $2K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held First United as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.