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Advisors Asset Management’s United Bankshares UBSI Stock Holding History

Advisors Asset Management’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
2016
Q4 		– Sell
-1,679
Closed -$63K – 1862
2016
Q3 		$63K Sell
1,679
-2,889
-63% -$111K ﹤0.01% 1624
2016
Q2 		$171K Sell
4,568
-2,396
-34% -$90.4K ﹤0.01% 1379
2016
Q1 		$256K Sell
6,964
-2,915
-30% -$102K ﹤0.01% 1263
2015
Q4 		$365K Sell
9,879
-4,343
-31% -$172K 0.01% 1242
2015
Q3 		$540K Sell
14,222
-2,741
-16% -$108K 0.01% 1061
2015
Q2 		$682K Sell
16,963
-676
-4% -$25.8K 0.01% 1022
2015
Q1 		$663K Sell
17,639
-2,907
-14% -$106K 0.01% 999
2014
Q4 		$769K Sell
20,546
-4,774
-19% -$164K 0.01% 935
2014
Q3 		$783K Sell
25,320
-4,915
-16% -$158K 0.01% 877
2014
Q2 		$977K Sell
30,235
-5,007
-14% -$152K 0.01% 831
2014
Q1 		$1.08M Buy
35,242
+918
+3% +$27.5K 0.02% 741
2013
Q4 		$1.08M Buy
34,324
+5,558
+19% +$170K 0.02% 724
2013
Q3 		$834K Buy
28,766
+4,438
+18% +$126K 0.01% 729
2013
Q2 		$643K Buy
+24,328
New +$627K 0.01% 769

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return

Advisors Asset Management's UBSI Position: Q4 2016 in Review

Advisors Asset Management sold out of United Bankshares (UBSI) in Q4 2016, closing a stake of 1,679 shares — an estimated $63K sold.

Advisors Asset Management first reported a position in UBSI in Q2 2013 and held it in 14 quarters. The position peaked at $1.08M in Q1 2014. 235 funds tracked by Wall St. Rank hold UBSI as of Q4 2016.

  • Advisors Asset Management reported no remaining United Bankshares position as of Q4 2016 after selling out during the quarter.
  • Advisors Asset Management sold 1,679 United Bankshares shares in Q4 2016, an estimated $63K.
  • Advisors Asset Management first reported a position in United Bankshares in Q2 2013 and held it in 14 quarters.
  • Advisors Asset Management's United Bankshares position peaked at $1.08M in Q1 2014.
  • 235 funds tracked by Wall St. Rank held United Bankshares as of Q4 2016.

Based on Advisors Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.