ZIM
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ZPR Investment Management’s First United FUNC Stock Holding History

ZPR Investment 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
Q1 		– Sell
-18,119
Closed -$315K – 70
2017
Q4 		$315K Buy
+18,119
New +$313K 0.45% 42
2017
Q2 		– Sell
-20,086
Closed -$291K – 64
2017
Q1 		$291K Buy
20,086
+3,284
+20% +$47.3K 0.47% 40
2016
Q4 		$268K Buy
+16,802
New +$216K 0.46% 35

Other funds holding FUNC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

ZPR Investment Management's FUNC Position: Q1 2018 in Review

ZPR Investment Management sold out of First United (FUNC) in Q1 2018, closing a stake of 18,119 shares — an estimated $315K sold.

ZPR Investment Management first reported a position in FUNC in Q4 2016 and held it in 3 quarters. The position peaked at $315K in Q4 2017. 29 funds tracked by Wall St. Rank hold FUNC as of Q1 2018.

  • ZPR Investment Management reported no remaining First United position as of Q1 2018 after selling out during the quarter.
  • ZPR Investment Management sold 18,119 First United shares in Q1 2018, an estimated $315K.
  • ZPR Investment Management first reported a position in First United in Q4 2016 and held it in 3 quarters.
  • ZPR Investment Management's First United position peaked at $315K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held First United as of Q1 2018.

Based on ZPR Investment Management's 13F filing for Q1 2018, filed 16 May 2018.