Alexandria Capital’s United Bankshares UBSI Stock Holding History

Alexandria Capital’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
2017 Q4	–	Sell	-709	Closed	-$26K	–	498
2017 Q3	$26K	Hold	709	–	–	0.01%	323
2017 Q2	$28K	Hold	709	–	–	0.01%	313
2017 Q1	$30K	Hold	709	–	–	0.01%	300
2016 Q4	$33K	Hold	709	–	–	0.01%	295
2016 Q3	$27K	Hold	709	–	–	0.01%	311
2016 Q2	$27K	Hold	709	–	–	﹤0.01%	315
2016 Q1	$26K	Hold	709	–	–	﹤0.01%	320
2015 Q4	$26K	Hold	709	–	–	0.01%	337
2015 Q3	$27K	Hold	709	–	–	0.01%	294
2015 Q2	$29K	Hold	709	–	–	0.01%	303
2015 Q1	$27K	Hold	709	–	–	0.01%	279
2014 Q4	$27K	Hold	709	–	–	0.01%	266
2014 Q3	$22K	Hold	709	–	–	0.01%	280
2014 Q2	$23K	Hold	709	–	–	0.01%	285
2014 Q1	$22K	Hold	709	–	–	0.01%	292
2013 Q4	$22K	Hold	709	–	–	0.01%	289
2013 Q3	$21K	Hold	709	–	–	0.01%	298
2013 Q2	$19K	Buy	+709	New	+$18.3K	0.01%	327

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBV

United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alexandria Capital's UBSI Position: Q4 2017 in Review

Alexandria Capital sold out of United Bankshares (UBSI) in Q4 2017, closing a stake of 709 shares — an estimated $26K sold.

Alexandria Capital first reported a position in UBSI in Q2 2013 and held it in 18 quarters. The position peaked at $33K in Q4 2016. 244 funds tracked by Wall St. Rank hold UBSI as of Q4 2017.

Alexandria Capital reported no remaining United Bankshares position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 709 United Bankshares shares in Q4 2017, an estimated $26K.
Alexandria Capital first reported a position in United Bankshares in Q2 2013 and held it in 18 quarters.
Alexandria Capital's United Bankshares position peaked at $33K in Q4 2016.
244 funds tracked by Wall St. Rank held United Bankshares as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.