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Advisor Group’s United Bancorp UBCP Stock Holding History

Advisor Group’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$18K Hold
1,208
– – ﹤0.01% 4026
2019
Q3 		$14K Hold
1,208
– – ﹤0.01% 4177
2019
Q2 		$14K Hold
1,208
– – ﹤0.01% 4194
2019
Q1 		$14K Buy
1,208
+608
+101% +$6.72K ﹤0.01% 4195
2018
Q4 		$7K Buy
+600
New +$7.5K ﹤0.01% 4386

Other funds holding UBCP

WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Advisor Group's UBCP Position: Q4 2019 in Review

Advisor Group held its United Bancorp (UBCP) position steady in Q4 2019 at 1,208 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

Advisor Group first reported a position in UBCP in Q4 2018 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold UBCP as of Q4 2019.

  • Advisor Group held 1,208 shares of United Bancorp worth $18K as of Q4 2019.
  • Advisor Group left its United Bancorp share count unchanged in Q4 2019.
  • United Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4026 holding.
  • Advisor Group first reported a position in United Bancorp in Q4 2018 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held United Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.