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Arbor Wealth Management’s United Bankshares UBSI Stock Holding History

Arbor Wealth 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
Q1 		– Sell
-13,835
Closed -$475K – 121
2015
Q4 		$475K Buy
+13,835
New +$547K 0.52% 48

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arbor Wealth Management's UBSI Position: Q1 2016 in Review

Arbor Wealth Management sold out of United Bankshares (UBSI) in Q1 2016, closing a stake of 13,835 shares — an estimated $475K sold.

Arbor Wealth Management first reported a position in UBSI in Q4 2015 and held it in 1 quarter. The position peaked at $475K in Q4 2015. 195 funds tracked by Wall St. Rank hold UBSI as of Q1 2016.

  • Arbor Wealth Management reported no remaining United Bankshares position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 13,835 United Bankshares shares in Q1 2016, an estimated $475K.
  • Arbor Wealth Management first reported a position in United Bankshares in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management's United Bankshares position peaked at $475K in Q4 2015.
  • 195 funds tracked by Wall St. Rank held United Bankshares as of Q1 2016.

Based on Arbor Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.