0001144204-17-002380.txt : 20170117
0001144204-17-002380.hdr.sgml : 20170117
20170117122423
ACCESSION NUMBER: 0001144204-17-002380
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170117
DATE AS OF CHANGE: 20170117
EFFECTIVENESS DATE: 20170117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FIRST UNITED BANK TRUST/
CENTRAL INDEX KEY: 0001214183
IRS NUMBER: 520312890
STATE OF INCORPORATION: MD
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10455
FILM NUMBER: 17529889
MAIL ADDRESS:
STREET 1: PO BOX 9
STREET 2: 19 SOUTH SECOND STREET
CITY: OAKLAND
STATE: MD
ZIP: 21550-0009
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001214183
XXXXXXXX
12-31-2016
12-31-2016
false
FIRST UNITED BANK TRUST/
Po Box 9
19 South Second Street
Oakland
MD
21550-0009
13F HOLDINGS REPORT
028-10455
N
Keith Sanders
Senior Trust Officer and Senior Vice President
301-533-2350
/s/ Keith Sanders
Oakland
MD
01-17-2017
0
106
132590
INFORMATION TABLE
2
infotable.xml
CHECK POINT SOFTWARE TECH LTORD
COMMON STOCK
M22465104
379
4489
SH
SOLE
4489
0
0
AT&T INC COM
COMMON STOCK
00206R102
967
22751
SH
SOLE
22751
0
0
ALTRIA GROUP INC COM
COMMON STOCK
02209S103
201
2969
SH
SOLE
2969
0
0
AMGEN INC COM
COMMON STOCK
031162100
887
6067
SH
SOLE
6067
0
0
APPLE INC COM
COMMON STOCK
037833100
1767
15255
SH
SOLE
15255
0
0
ARISTA NETWORKS INC COM
COMMON STOCK
040413106
475
4910
SH
SOLE
4910
0
0
BECTON DICKINSON AND COMPANY
COMMON STOCK
075887109
1079
6517
SH
SOLE
6517
0
0
BERKSHIRE HATHAWAY B
COMMON STOCK
084670702
403
2472
SH
SOLE
2472
0
0
BRISTOL MYERS SQUIBB CO COM
COMMON STOCK
110122108
2261
38702
SH
SOLE
38702
0
0
CBS CORP NEW
COMMON STOCK
124857202
669
10515
SH
SOLE
10515
0
0
CSX CORP COM
COMMON STOCK
126408103
1638
45581
SH
SOLE
45581
0
0
CARDINAL HEALTH INC COM
COMMON STOCK
14149Y108
679
9440
SH
SOLE
9440
0
0
CHEVRONTEXACO
COMMON STOCK
166764100
2233
18975
SH
SOLE
18975
0
0
CISCO SYS INC COM
COMMON STOCK
17275R102
1129
37387
SH
SOLE
37387
0
0
COCA COLA CO COM
COMMON STOCK
191216100
519
12521
SH
SOLE
12521
0
0
COGNIZANT TECHNOLGY SOLUTIONS
COMMON STOCK
192446102
443
7905
SH
SOLE
7905
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
227
3294
SH
SOLE
3294
0
0
COSTCO WHSL CORP NEW
COMMON STOCK
22160K105
418
2608
SH
SOLE
2608
0
0
DANAHER CORP DEL COM
COMMON STOCK
235851102
1912
24570
SH
SOLE
24570
0
0
DISNEY WALT CO COM DISNEY
COMMON STOCK
254687106
908
8716
SH
SOLE
8716
0
0
DOMINION NEW RES INC VA NEW
COMMON STOCK
25746U109
1762
23005
SH
SOLE
23005
0
0
DU PONT E I DE NEMOURS & CO COM
COMMON STOCK
263534109
1878
25590
SH
SOLE
25590
0
0
ENVISION HEALTHCARE CORP
COMMON STOCK
29414D100
466
7365
SH
SOLE
7365
0
0
EXPEDIA INC DEL COM NEW
COMMON STOCK
30212P303
455
4015
SH
SOLE
4015
0
0
EXXON MOBIL CORP COM
COMMON STOCK
30231G102
2244
24864
SH
SOLE
24864
0
0
FIRST UNITED CORPORATION
COMMON STOCK
33741H107
2993
187672
SH
SOLE
187672
0
0
FORTIVE CORP COM
COMMON STOCK
34959J108
602
11227
SH
SOLE
11227
0
0
GENERAL ELEC CO COM
COMMON STOCK
369604103
1913
60555
SH
SOLE
60555
0
0
GILEAD SCIENCES INC
COMMON STOCK
375558103
527
7358
SH
SOLE
7358
0
0
HOME DEPOT INC COM
COMMON STOCK
437076102
248
1848
SH
SOLE
1848
0
0
HONEYWELL INTL INC COM
COMMON STOCK
438516106
2149
18551
SH
SOLE
18551
0
0
INTEL CORP COM
COMMON STOCK
458140100
1294
35682
SH
SOLE
35682
0
0
INTERNATIONAL BUSINESS MACHSCOM
COMMON STOCK
459200101
469
2823
SH
SOLE
2823
0
0
ISHARES SELECT DIVIDEND ETF
EXCHANGE TRADED INDEX FUNDS
464287168
3421
38630
SH
SOLE
38630
0
0
ISHARES TRANSPORTATION AVG ETF
EXCHANGE TRADED INDEX FUNDS
464287192
900
5527
SH
SOLE
5527
0
0
ISHARES MSCI EMERGING MARKETS ETF
EXCHANGE TRADED INDEX FUNDS
464287234
852
24340
SH
SOLE
24340
0
0
ISHARES MSCI EAFE ETF
EXCHANGE TRADED INDEX FUNDS
464287465
2532
43872
SH
SOLE
43872
0
0
ISHARES RUSSELL MIDCAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287473
2609
32441
SH
SOLE
32441
0
0
ISHARES RUSSELL MIDCAP GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287481
2160
22183
SH
SOLE
22183
0
0
ISHARES RUSSELL MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
464287499
2261
12643
SH
SOLE
12643
0
0
ISHARES RUSSELL 1000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287598
5430
48474
SH
SOLE
48474
0
0
ISHARES S&P MIDCAP 400 GROWTH INDEX FUND
COMMON STOCK
464287606
255
1400
SH
SOLE
1400
0
0
ISHARES RUSSELL 1000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287614
5701
54348
SH
SOLE
54348
0
0
ISHARES RUSSELL 2000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287630
1163
9775
SH
SOLE
9775
0
0
ISHARES RUSSELL 2000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287648
792
5144
SH
SOLE
5144
0
0
ISHARES RUSSELL 2000 ETF
EXCHANGE TRADED INDEX FUNDS
464287655
860
6380
SH
SOLE
6380
0
0
ISHARES DOW JONES US TECHNOLOGY
EXCHANGE TRADED SECTOR FUNDS
464287721
2604
21652
SH
SOLE
21652
0
0
ISHARES DOW JONES US REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
464287739
1641
21332
SH
SOLE
21332
0
0
ISHARES DOW JONES US HEALTHCARE
EXCHANGE TRADED SECTOR FUNDS
464287762
1498
10393
SH
SOLE
10393
0
0
ISHARES GOVT/CREDIT BOND
EXCHANGE TRADED BOND FUNDS
464288596
509
4540
SH
SOLE
4540
0
0
ISHARES 1-3 YR CR BD ETF
EXCHANGE TRADED BOND FUNDS
464288646
847
8070
SH
SOLE
8070
0
0
ISHARES FLOATING RATE BOND
EXCHANGE TRADED BOND FUNDS
46429B655
521
10275
SH
SOLE
10275
0
0
J P MORGAN CHASE & CO
COMMON STOCK
46625H100
1694
19628
SH
SOLE
19628
0
0
JOHNSON & JOHNSON COM
COMMON STOCK
478160104
2392
20766
SH
SOLE
20766
0
0
KROGER COMPANY COMMON
COMMON STOCK
501044101
557
16158
SH
SOLE
16158
0
0
LOWES COS INC COM
COMMON STOCK
548661107
2215
31155
SH
SOLE
31155
0
0
M & T BANK CORP
COMMON STOCK
55261F104
909
5810
SH
SOLE
5810
0
0
MCDONALDS CORP COM
COMMON STOCK
580135101
1028
8449
SH
SOLE
8449
0
0
METLIFE, INC.
COMMON STOCK
59156R108
1461
27123
SH
SOLE
27123
0
0
MICROSOFT CORP COM
COMMON STOCK
594918104
639
10289
SH
SOLE
10289
0
0
MICROCHIP TECHNOLOGY INC COM
COMMON STOCK
595017104
1243
19370
SH
SOLE
19370
0
0
NEOGENOMICS INC COM NEW
COMMON STOCK
64049M209
377
44000
SH
SOLE
44000
0
0
NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM
FIXED INCOME TAX FREE MUT FDS
670657105
208
15558
SH
SOLE
15558
0
0
PNC FINL SVCS GROUP INC COM
COMMON STOCK
693475105
436
3730
SH
SOLE
3730
0
0
PEPSICO INC COM
COMMON STOCK
713448108
2181
20847
SH
SOLE
20847
0
0
PFIZER INC COM
COMMON STOCK
717081103
267
8231
SH
SOLE
8231
0
0
POWERSHARES QQQ TRUST, SERIES 1
EXCHANGE TRADED INDEX FUNDS
73935A104
4932
41626
SH
SOLE
41626
0
0
POWERSHARES WATER RESOURCE P
EXCHANGE TRADED SECTOR FUNDS
73935X575
232
9430
SH
SOLE
9430
0
0
POWERSHARES OIL SERVICES
EXCHANGE TRADED SECTOR FUNDS
73935X625
196
15360
SH
SOLE
15360
0
0
POWERSHARES SR LOAN ETF
EXCHANGE TRADED BOND FUNDS
73936Q769
247
10555
SH
SOLE
10555
0
0
POWERSHARES NATL AMT-FR MUN
EXCHANGE TRADED BOND FUNDS
73936T474
696
27985
SH
SOLE
27985
0
0
PRAXAIR INC COM
COMMON STOCK
74005P104
695
5930
SH
SOLE
5930
0
0
PRICE T ROWE GROUP INC
COMMON STOCK
74144T108
973
12927
SH
SOLE
12927
0
0
PROCTER & GAMBLE CO COM
COMMON STOCK
742718109
1487
17686
SH
SOLE
17686
0
0
PRUDENTIAL FINANCIAL INC
COMMON STOCK
744320102
1687
16210
SH
SOLE
16210
0
0
S&P 500 EQUAL WEIGHT INDEX
EXCHANGE TRADED INDEX FUNDS
78355W106
1099
12680
SH
SOLE
12680
0
0
SPDR S&P 500 INDEX
EXCHANGE TRADED INDEX FUNDS
78462F103
7340
32838
SH
SOLE
32838
0
0
SPDR DOW JONES INDUSTRIAL AVERAGE
EXCHANGE TRADED INDEX FUNDS
78467X109
356
1800
SH
SOLE
1800
0
0
SPDR NUVEEN BARCLAYS SHT TRM
EXCHANGE TRADED BOND FUNDS
78468R739
305
6360
SH
SOLE
6360
0
0
SCHLUMBERGER LTD COM
COMMON STOCK
806857108
1004
11960
SH
SOLE
11960
0
0
MATERIALS SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y100
258
5189
SH
SOLE
5189
0
0
CONSUMER STAPLES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y308
1215
23507
SH
SOLE
23507
0
0
CONSUMER DISCRETIONARY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y407
1155
14187
SH
SOLE
14187
0
0
ENERGY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y506
311
4125
SH
SOLE
4125
0
0
FINANCIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y605
742
31930
SH
SOLE
31930
0
0
INDUSTRIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y704
584
9392
SH
SOLE
9392
0
0
UTILITIES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y886
352
7245
SH
SOLE
7245
0
0
SOUTHERN CO COM
COMMON STOCK
842587107
1453
29540
SH
SOLE
29540
0
0
SPECTRA ENERGY CORP
COMMON STOCK
847560109
618
15050
SH
SOLE
15050
0
0
TEXAS INSTRS INC COM
COMMON STOCK
882508104
211
2889
SH
SOLE
2889
0
0
THOR INDS INC COM
COMMON STOCK
885160101
534
5339
SH
SOLE
5339
0
0
3M CO COM
COMMON STOCK
88579Y101
266
1490
SH
SOLE
1490
0
0
TRACTOR SUPPLY
COMMON STOCK
892356106
1129
14890
SH
SOLE
14890
0
0
ULTA SALON COSMETICS & FRAGRANCE
COMMON STOCK
90384S303
1238
4857
SH
SOLE
4857
0
0
UNITED PARCEL SERVICES B
COMMON STOCK
911312106
877
7650
SH
SOLE
7650
0
0
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
EXCHANGE TRADED BOND FUNDS
921937835
1553
19225
SH
SOLE
19225
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS
EXCHANGE TRADED INDEX FUNDS
922908363
3211
15640
SH
SOLE
15640
0
0
VANGUARD INDEX FDS MCAP VL IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908512
498
5125
SH
SOLE
5125
0
0
VANGUARD INDEX FDS MCAP GR IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908538
1077
10197
SH
SOLE
10197
0
0
VANGUARD INDEX FDS SML CP GRW ETF
EXCHANGE TRADED INDEX FUNDS
922908595
562
4222
SH
SOLE
4222
0
0
VANGUARD SMALL-CAP VALUE EFT
EXCHANGE TRADED INDEX FUNDS
922908611
650
5376
SH
SOLE
5376
0
0
VANGUARD MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
922908629
518
3935
SH
SOLE
3935
0
0
VANGUARD INDEX FDS SMALL CP ETF
EXCHANGE TRADED INDEX FUNDS
922908751
417
3233
SH
SOLE
3233
0
0
VERIZON COMMUNICATIONS
COMMON STOCK
92343V104
2379
44567
SH
SOLE
44567
0
0
WELLS FARGO & COMPANY
COMMON STOCK
949746101
945
17148
SH
SOLE
17148
0
0
WESTROCK CO USD 0.01
COMMON STOCK
96145D105
231
4544
SH
SOLE
4544
0
0