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Aptus Capital Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Aptus Capital Advisors’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,377
Closed -$260K – 471
2019
Q2 		$260K Buy
+7,377
New +$257K 0.04% 291

Other funds holding AUB

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Aptus Capital Advisors's AUB Position: Q3 2019 in Review

Aptus Capital Advisors sold out of Atlantic Union Bankshares (AUB) in Q3 2019, closing a stake of 7,377 shares — an estimated $260K sold.

Aptus Capital Advisors first reported a position in AUB in Q2 2019 and held it in 1 quarter. The position peaked at $260K in Q2 2019. 214 funds tracked by Wall St. Rank hold AUB as of Q3 2019.

  • Aptus Capital Advisors reported no remaining Atlantic Union Bankshares position as of Q3 2019 after selling out during the quarter.
  • Aptus Capital Advisors sold 7,377 Atlantic Union Bankshares shares in Q3 2019, an estimated $260K.
  • Aptus Capital Advisors first reported a position in Atlantic Union Bankshares in Q2 2019 and held it in 1 quarter.
  • Aptus Capital Advisors's Atlantic Union Bankshares position peaked at $260K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2019.

Based on Aptus Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.