0001144204-18-002198.txt : 20180116
0001144204-18-002198.hdr.sgml : 20180116
20180116094511
ACCESSION NUMBER: 0001144204-18-002198
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180116
DATE AS OF CHANGE: 20180116
EFFECTIVENESS DATE: 20180116
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: 18527611
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
12-31-2017
12-31-2017
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
01-16-2018
0
109
153226
INFORMATION TABLE
2
infotable.xml
CHECK POINT SOFTWARE TECH LTORD
COMMON STOCK
M22465104
597
5759
SH
SOLE
5759
0
0
ROYAL CARIBBEAN CRUISES LTD COM
COMMON STOCK
V7780T103
1536
12877
SH
SOLE
12877
0
0
AT&T INC COM
COMMON STOCK
00206R102
683
17575
SH
SOLE
17575
0
0
ABBOTT LABS COM
COMMON STOCK
002824100
557
9766
SH
SOLE
9766
0
0
ABBVIE INC
COMMON STOCK
00287Y109
243
2511
SH
SOLE
2511
0
0
AECOM
COMMON STOCK
00766T100
225
6060
SH
SOLE
6060
0
0
ALIBABA GROUP HLDG LTD SPONSORED ADS
COMMON STOCK
01609W102
921
5342
SH
SOLE
5342
0
0
ALTRIA GROUP INC COM
COMMON STOCK
02209S103
225
3156
SH
SOLE
3156
0
0
AMGEN INC COM
COMMON STOCK
031162100
1196
6877
SH
SOLE
6877
0
0
APPLE INC COM
COMMON STOCK
037833100
2513
14852
SH
SOLE
14852
0
0
ARISTA NETWORKS INC COM
COMMON STOCK
040413106
1309
5555
SH
SOLE
5555
0
0
BECTON DICKINSON AND COMPANY
COMMON STOCK
075887109
1633
7627
SH
SOLE
7627
0
0
BERKSHIRE HATHAWAY B
COMMON STOCK
084670702
492
2480
SH
SOLE
2480
0
0
BRISTOL MYERS SQUIBB CO COM
COMMON STOCK
110122108
2401
39188
SH
SOLE
39188
0
0
CSX CORP COM
COMMON STOCK
126408103
1773
32241
SH
SOLE
32241
0
0
CHEVRONTEXACO
COMMON STOCK
166764100
2459
19642
SH
SOLE
19642
0
0
CISCO SYS INC COM
COMMON STOCK
17275R102
1266
33071
SH
SOLE
33071
0
0
COCA COLA CO COM
COMMON STOCK
191216100
296
6446
SH
SOLE
6446
0
0
COSTCO WHSL CORP NEW
COMMON STOCK
22160K105
403
2165
SH
SOLE
2165
0
0
DANAHER CORP DEL COM
COMMON STOCK
235851102
2399
25843
SH
SOLE
25843
0
0
DISNEY WALT CO COM DISNEY
COMMON STOCK
254687106
683
6355
SH
SOLE
6355
0
0
DOMINION NEW RES INC VA NEW
COMMON STOCK
25746U109
1856
22902
SH
SOLE
22902
0
0
DOWDUPONT INC COM
COMMON STOCK
26078J100
2349
32984
SH
SOLE
32984
0
0
EXPEDIA INC DEL COM NEW
COMMON STOCK
30212P303
578
4830
SH
SOLE
4830
0
0
EXXON MOBIL CORP COM
COMMON STOCK
30231G102
2194
26235
SH
SOLE
26235
0
0
GENERAL ELEC CO COM
COMMON STOCK
369604103
202
11596
SH
SOLE
11596
0
0
HOME DEPOT INC COM
COMMON STOCK
437076102
255
1344
SH
SOLE
1344
0
0
HONEYWELL INTL INC COM
COMMON STOCK
438516106
2915
19006
SH
SOLE
19006
0
0
INTEL CORP COM
COMMON STOCK
458140100
1829
39627
SH
SOLE
39627
0
0
INTERNATIONAL BUSINESS MACHSCOM
COMMON STOCK
459200101
416
2713
SH
SOLE
2713
0
0
ISHARES SELECT DIVIDEND ETF
EXCHANGE TRADED INDEX FUNDS
464287168
4047
41064
SH
SOLE
41064
0
0
ISHARES TIPS BOND ETF
EXCHANGE TRADED BOND FUNDS
464287176
313
2740
SH
SOLE
2740
0
0
ISHARES TRANSPORTATION AVG ETF
EXCHANGE TRADED INDEX FUNDS
464287192
873
4554
SH
SOLE
4554
0
0
ISHARES MSCI EMERGING MARKETS ETF
EXCHANGE TRADED INDEX FUNDS
464287234
1453
30836
SH
SOLE
30836
0
0
ISHARES MSCI EAFE ETF
EXCHANGE TRADED INDEX FUNDS
464287465
2818
40078
SH
SOLE
40078
0
0
ISHARES RUSSELL MIDCAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287473
2183
24488
SH
SOLE
24488
0
0
ISHARES RUSSELL MIDCAP GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287481
1896
15717
SH
SOLE
15717
0
0
ISHARES RUSSELL MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
464287499
1738
8351
SH
SOLE
8351
0
0
ISHARES RUSSELL 1000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287598
3521
28320
SH
SOLE
28320
0
0
ISHARES S&P MIDCAP 400 GROWTH INDEX FUND
COMMON STOCK
464287606
302
1400
SH
SOLE
1400
0
0
ISHARES RUSSELL 1000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287614
5368
39855
SH
SOLE
39855
0
0
ISHARES RUSSELL 2000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287630
703
5590
SH
SOLE
5590
0
0
ISHARES RUSSELL 2000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287648
590
3160
SH
SOLE
3160
0
0
ISHARES RUSSELL 2000 ETF
EXCHANGE TRADED INDEX FUNDS
464287655
374
2450
SH
SOLE
2450
0
0
ISHARES DOW JONES US TECHNOLOGY
EXCHANGE TRADED SECTOR FUNDS
464287721
2646
16258
SH
SOLE
16258
0
0
ISHARES DOW JONES US REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
464287739
1334
16472
SH
SOLE
16472
0
0
ISHARES DOW JONES US HEALTHCARE
EXCHANGE TRADED SECTOR FUNDS
464287762
1649
9466
SH
SOLE
9466
0
0
ISHARES GOVT/CREDIT BOND
EXCHANGE TRADED BOND FUNDS
464288596
605
5310
SH
SOLE
5310
0
0
ISHARES 1-3 YR CR BD ETF
EXCHANGE TRADED BOND FUNDS
464288646
1139
10896
SH
SOLE
10896
0
0
ISHARES FLOATING RATE BOND
EXCHANGE TRADED BOND FUNDS
46429B655
576
11341
SH
SOLE
11341
0
0
ISHARES TR CORE MSCI EAFE ETF
EXCHANGE TRADED INDEX FUNDS
46432F842
731
11057
SH
SOLE
11057
0
0
ISHARES IN CORE MSCI EMERGING MKTS
EXCHANGE TRADED INDEX FUNDS
46434G103
457
8032
SH
SOLE
8032
0
0
J P MORGAN CHASE & CO
COMMON STOCK
46625H100
2872
26855
SH
SOLE
26855
0
0
JOHNSON & JOHNSON COM
COMMON STOCK
478160104
2907
20807
SH
SOLE
20807
0
0
LOWES COS INC COM
COMMON STOCK
548661107
2755
29644
SH
SOLE
29644
0
0
M & T BANK CORP
COMMON STOCK
55261F104
1150
6727
SH
SOLE
6727
0
0
MCDONALDS CORP COM
COMMON STOCK
580135101
1433
8323
SH
SOLE
8323
0
0
METLIFE, INC.
COMMON STOCK
59156R108
1781
35223
SH
SOLE
35223
0
0
MICROSOFT CORP COM
COMMON STOCK
594918104
767
8961
SH
SOLE
8961
0
0
MICROCHIP TECHNOLOGY INC COM
COMMON STOCK
595017104
2125
24185
SH
SOLE
24185
0
0
NEOGENOMICS INC COM NEW
COMMON STOCK
64049M209
346
39000
SH
SOLE
39000
0
0
NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM
FIXED INCOME TAX FREE MUT FDS
670657105
214
15558
SH
SOLE
15558
0
0
PNC FINL SVCS GROUP INC COM
COMMON STOCK
693475105
526
3646
SH
SOLE
3646
0
0
PEPSICO INC COM
COMMON STOCK
713448108
2518
20997
SH
SOLE
20997
0
0
PFIZER INC COM
COMMON STOCK
717081103
379
10457
SH
SOLE
10457
0
0
PHILLIP MORRIS INTL, INC.
COMMON STOCK
718172109
208
1965
SH
SOLE
1965
0
0
POWERSHARES QQQ TRUST, SERIES 1
EXCHANGE TRADED INDEX FUNDS
73935A104
6225
39966
SH
SOLE
39966
0
0
POWERSHARES WATER RESOURCE P
EXCHANGE TRADED SECTOR FUNDS
73935X575
277
9150
SH
SOLE
9150
0
0
POWERSHARES OIL SERVICES
EXCHANGE TRADED SECTOR FUNDS
73935X625
200
20950
SH
SOLE
20950
0
0
POWERSHARES SR LOAN ETF
EXCHANGE TRADED BOND FUNDS
73936Q769
291
12633
SH
SOLE
12633
0
0
POWERSHARES INTL CORP BOND
EXCHANGE TRADED BOND FUNDS
73936Q835
374
13550
SH
SOLE
13550
0
0
POWERSHARES NATL AMT-FR MUN
EXCHANGE TRADED BOND FUNDS
73936T474
959
37160
SH
SOLE
37160
0
0
PRAXAIR INC COM
COMMON STOCK
74005P104
873
5645
SH
SOLE
5645
0
0
PROCTER & GAMBLE CO COM
COMMON STOCK
742718109
1727
18798
SH
SOLE
18798
0
0
PRUDENTIAL FINANCIAL INC
COMMON STOCK
744320102
2226
19360
SH
SOLE
19360
0
0
PULTE CORPORATION
COMMON STOCK
745867101
997
29990
SH
SOLE
29990
0
0
S&P 500 EQUAL WEIGHT INDEX
EXCHANGE TRADED INDEX FUNDS
78355W106
1491
14755
SH
SOLE
14755
0
0
SPDR S&P 500 INDEX
EXCHANGE TRADED INDEX FUNDS
78462F103
5948
22291
SH
SOLE
22291
0
0
SPDR DOW JONES INDUSTRIAL AVERAGE
EXCHANGE TRADED INDEX FUNDS
78467X109
407
1645
SH
SOLE
1645
0
0
SPDR NUVEEN BARCLAYS SHT TRM
EXCHANGE TRADED BOND FUNDS
78468R739
542
11305
SH
SOLE
11305
0
0
SCHLUMBERGER LTD COM
COMMON STOCK
806857108
784
11638
SH
SOLE
11638
0
0
MATERIALS SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y100
319
5276
SH
SOLE
5276
0
0
CONSUMER STAPLES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y308
1340
23564
SH
SOLE
23564
0
0
CONSUMER DISCRETIONARY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y407
1078
10920
SH
SOLE
10920
0
0
ENERGY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y506
386
5340
SH
SOLE
5340
0
0
FINANCIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y605
1533
54954
SH
SOLE
54954
0
0
INDUSTRIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y704
713
9422
SH
SOLE
9422
0
0
SELECT SEC REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
81369Y860
563
17097
SH
SOLE
17097
0
0
UTILITIES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y886
346
6575
SH
SOLE
6575
0
0
SOUTHERN CO COM
COMMON STOCK
842587107
1092
22710
SH
SOLE
22710
0
0
TAKE-TWO INTERACTIVE SOFTWARCOM
COMMON STOCK
874054109
558
5085
SH
SOLE
5085
0
0
TEXAS INSTRS INC COM
COMMON STOCK
882508104
297
2839
SH
SOLE
2839
0
0
THOR INDS INC COM
COMMON STOCK
885160101
1267
8404
SH
SOLE
8404
0
0
3M CO COM
COMMON STOCK
88579Y101
330
1400
SH
SOLE
1400
0
0
UNITED PARCEL SERVICES B
COMMON STOCK
911312106
1590
13345
SH
SOLE
13345
0
0
VANECK VEC HIGH YLD MUN ETF
EXCHANGE TRADED BOND FUNDS
92189F361
206
6615
SH
SOLE
6615
0
0
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
EXCHANGE TRADED BOND FUNDS
921937835
2089
25614
SH
SOLE
25614
0
0
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF
EXCHANGE TRADED INDEX FUNDS
922042874
5872
99274
SH
SOLE
99274
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS
EXCHANGE TRADED INDEX FUNDS
922908363
3957
16134
SH
SOLE
16134
0
0
VANGUARD INDEX FDS MCAP VL IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908512
1460
13083
SH
SOLE
13083
0
0
VANGUARD INDEX FDS MCAP GR IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908538
3299
25830
SH
SOLE
25830
0
0
VANGUARD INDEX FDS SML CP GRW ETF
EXCHANGE TRADED INDEX FUNDS
922908595
983
6111
SH
SOLE
6111
0
0
VANGUARD SMALL-CAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
922908611
1295
9750
SH
SOLE
9750
0
0
VANGUARD MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
922908629
1502
9703
SH
SOLE
9703
0
0
VANGUARD GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
922908736
1689
12009
SH
SOLE
12009
0
0
VANGUARD VALUE ETF
EXCHANGE TRADED INDEX FUNDS
922908744
1194
11229
SH
SOLE
11229
0
0
VANGUARD INDEX FDS SMALL CP ETF
EXCHANGE TRADED INDEX FUNDS
922908751
755
5110
SH
SOLE
5110
0
0
VERIZON COMMUNICATIONS
COMMON STOCK
92343V104
2207
41704
SH
SOLE
41704
0
0
WESTROCK CO USD 0.01
COMMON STOCK
96145D105
284
4501
SH
SOLE
4501
0
0