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Advisor Group’s United Bankshares UBSI Stock Holding History

Advisor Group’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$929K Buy
23,999
+1,106
+5% +$42.6K 0.01% 1244
2019
Q3 		$867K Buy
22,893
+1,098
+5% +$40.7K 0.01% 1230
2019
Q2 		$810K Sell
21,795
-2,222
-9% -$83.5K 0.01% 1269
2019
Q1 		$869K Buy
24,017
+555
+2% +$20K 0.01% 1185
2018
Q4 		$730K Sell
23,462
-490
-2% -$16.5K 0.01% 1149
2018
Q3 		$872K Buy
23,952
+8,180
+52% +$310K 0.01% 1082
2018
Q2 		$575K Buy
15,772
+1,444
+10% +$51.7K 0.01% 1211
2018
Q1 		$505K Buy
14,328
+491
+4% +$17.8K 0.01% 1318
2017
Q4 		$480K Buy
13,837
+102
+0.7% +$3.68K 0.01% 1352
2017
Q3 		$510K Buy
13,735
+4,269
+45% +$150K 0.01% 1200
2017
Q2 		$371K Buy
9,466
+1,517
+19% +$60.2K 0.01% 1338
2017
Q1 		$335K Buy
7,949
+5,121
+181% +$226K 0.01% 1309
2016
Q4 		$131K Buy
2,828
+203
+8% +$8.62K ﹤0.01% 1884
2016
Q3 		$100K Buy
2,625
+42
+2% +$1.61K ﹤0.01% 2004
2016
Q2 		$95K Buy
+2,583
New +$97.4K ﹤0.01% 1964

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Advisor Group's UBSI Position: Q4 2019 in Review

Advisor Group increased its United Bankshares (UBSI) stake by 4.8% in Q4 2019, buying an estimated $42.6K and bringing the position to 23,999 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #1244.

Advisor Group first reported a position in UBSI in Q2 2016 and has held it in 15 quarters since. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

  • Advisor Group held 23,999 shares of United Bankshares worth $929K as of Q4 2019.
  • Advisor Group bought 1,106 United Bankshares shares in Q4 2019, an estimated $42.6K.
  • United Bankshares made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1244 holding.
  • Advisor Group first reported a position in United Bankshares in Q2 2016 and has held it in 15 quarters since.
  • 281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

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