FIRST UNITED BANK TRUST/

OAKLAND, MD Trust How do I update this listing?

First United Bank Trust/ is based out of Oakland. Their last reported 13F filing for Q4 2019 included $173,621,000 in managed 13F securities and a top 10 holdings concentration of 30.1%. First United Bank Trust/'s largest holding is Invesco QQQ Trust Series 1 with shares held of 42,168. Whalewisdom has at least 68 13F filings, and 5 13G filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $173.621 Million
  • Prior Market Value $159.258 Million
  • New Purchases7 stocks
  • Additional Purchases56 stocks
  • Sold out of0 stocks
  • Reduced holdings in61 stocks
  • Top 10 Holdings % 30.10 %
  • Turnover % [1]:5.38%
  • Turnover Alt % [2]: 3.74 %
  • Time Held Top20:20.05 quarters
  • Time Held Top10:20.50 quarters
  • Time Held All:25.40 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.73%
Performance Last 4 Quarters: 13.37%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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