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American Portfolios Advisors’s United Bankshares UBSI Stock Holding History

American Portfolios Advisors’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
Q2 		– Sell
-1,197
Closed -$43.4K – 2791
2019
Q1 		$43.4K Buy
1,197
+1,025
+596% +$37K ﹤0.01% 1255
2018
Q4 		$5.35K Sell
172
-197
-53% -$6.65K ﹤0.01% 1852
2018
Q3 		$13.4K Sell
369
-352
-49% -$13.3K ﹤0.01% 1633
2018
Q2 		$26.2K Buy
721
+443
+159% +$15.9K ﹤0.01% 1358
2018
Q1 		$9.8K Buy
278
+108
+64% +$3.91K ﹤0.01% 1639
2017
Q4 		$5.91K Buy
+170
New +$6.13K ﹤0.01% 1771

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

American Portfolios Advisors's UBSI Position: Q2 2019 in Review

American Portfolios Advisors sold out of United Bankshares (UBSI) in Q2 2019, closing a stake of 1,197 shares — an estimated $43.4K sold.

American Portfolios Advisors first reported a position in UBSI in Q4 2017 and held it in 6 quarters. The position peaked at $43.4K in Q1 2019. 271 funds tracked by Wall St. Rank hold UBSI as of Q2 2019.

  • American Portfolios Advisors reported no remaining United Bankshares position as of Q2 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 1,197 United Bankshares shares in Q2 2019, an estimated $43.4K.
  • American Portfolios Advisors first reported a position in United Bankshares in Q4 2017 and held it in 6 quarters.
  • American Portfolios Advisors's United Bankshares position peaked at $43.4K in Q1 2019.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q2 2019.

Based on American Portfolios Advisors's 13F filing for Q2 2019, filed 24 Mar 2023.