Advisors Asset Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,679
| Closed | -$63K | – | 1862 |
|
|
2016
Q3 | $63K | Sell |
1,679
-2,889
| -63% | -$108K | ﹤0.01% | 1624 |
|
|
2016
Q2 | $171K | Sell |
4,568
-2,396
| -34% | -$89.7K | ﹤0.01% | 1379 |
|
|
2016
Q1 | $256K | Sell |
6,964
-2,915
| -30% | -$107K | ﹤0.01% | 1263 |
|
|
2015
Q4 | $365K | Sell |
9,879
-4,343
| -31% | -$160K | 0.01% | 1242 |
|
|
2015
Q3 | $540K | Sell |
14,222
-2,741
| -16% | -$104K | 0.01% | 1061 |
|
|
2015
Q2 | $682K | Sell |
16,963
-676
| -4% | -$27.2K | 0.01% | 1022 |
|
|
2015
Q1 | $663K | Sell |
17,639
-2,907
| -14% | -$109K | 0.01% | 999 |
|
|
2014
Q4 | $769K | Sell |
20,546
-4,774
| -19% | -$179K | 0.01% | 935 |
|
|
2014
Q3 | $783K | Sell |
25,320
-4,915
| -16% | -$152K | 0.01% | 877 |
|
|
2014
Q2 | $977K | Sell |
30,235
-5,007
| -14% | -$162K | 0.01% | 831 |
|
|
2014
Q1 | $1.08M | Buy |
35,242
+918
| +3% | +$28.1K | 0.02% | 741 |
|
|
2013
Q4 | $1.08M | Buy |
34,324
+5,558
| +19% | +$175K | 0.02% | 724 |
|
|
2013
Q3 | $834K | Buy |
28,766
+4,438
| +18% | +$129K | 0.01% | 729 |
|
|
2013
Q2 | $643K | Buy |
+24,328
| New | +$643K | 0.01% | 769 |
|