Arden Trust’s United Bankshares UBSI Stock Holding History

Arden Trust’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 Q3	–	Sell	-20,128	Closed	-$755	–	497
2016 Q2	$755	Sell	20,128 -20,124	-50%	-$759K	0.06%	294
2016 Q1	$1.48M	Hold	40,252	–	–	0.12%	183
2015 Q4	$1.49M	Hold	40,252	–	–	0.13%	173
2015 Q3	$1.53M	Hold	40,252	–	–	0.13%	176
2015 Q2	$1.62K	Sell	40,252 -20,130	-33%	-$769K	0.24%	113
2015 Q1	$2.27K	Buy	+60,382	New	+$2.21M	0.33%	78

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

UBWV

United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return

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

Arden Trust's UBSI Position: Q3 2016 in Review

Arden Trust sold out of United Bankshares (UBSI) in Q3 2016, closing a stake of 20,128 shares — an estimated $755 sold.

Arden Trust first reported a position in UBSI in Q1 2015 and held it in 6 quarters. The position peaked at $1.53M in Q3 2015. 205 funds tracked by Wall St. Rank hold UBSI as of Q3 2016.

Arden Trust reported no remaining United Bankshares position as of Q3 2016 after selling out during the quarter.
Arden Trust sold 20,128 United Bankshares shares in Q3 2016, an estimated $755.
Arden Trust first reported a position in United Bankshares in Q1 2015 and held it in 6 quarters.
Arden Trust's United Bankshares position peaked at $1.53M in Q3 2015.
205 funds tracked by Wall St. Rank held United Bankshares as of Q3 2016.

Based on Arden Trust's 13F filing for Q3 2016, filed 14 Oct 2016.