Athena Global Investors’s United Bankshares UBSI Stock Holding History

Athena Global Investors’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 Q4	–	Sell	-25,000	Closed	-$942K	–	31
2016 Q3	$942K	Hold	25,000	–	–	2.45%	18
2016 Q2	$938K	Hold	25,000	–	–	1.45%	25
2016 Q1	$918K	Hold	25,000	–	–	0.95%	27
2015 Q4	$925K	Hold	25,000	–	–	0.89%	28
2015 Q3	$950K	Hold	25,000	–	–	0.96%	28
2015 Q2	$1.01M	Hold	25,000	–	–	0.91%	27
2015 Q1	$940K	Hold	25,000	–	–	0.67%	29
2014 Q4	$936K	Hold	25,000	–	–	0.64%	29
2014 Q3	$773K	Hold	25,000	–	–	0.35%	30
2014 Q2	$808K	Hold	25,000	–	–	0.36%	30
2014 Q1	$766K	Buy	+25,000	New	+$750K	0.46%	27

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBWV

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

Athena Global Investors's UBSI Position: Q4 2016 in Review

Athena Global Investors sold out of United Bankshares (UBSI) in Q4 2016, closing a stake of 25,000 shares — an estimated $942K sold.

Athena Global Investors first reported a position in UBSI in Q1 2014 and held it in 11 quarters. The position peaked at $1.01M in Q2 2015. 236 funds tracked by Wall St. Rank hold UBSI as of Q4 2016.

Athena Global Investors reported no remaining United Bankshares position as of Q4 2016 after selling out during the quarter.
Athena Global Investors sold 25,000 United Bankshares shares in Q4 2016, an estimated $942K.
Athena Global Investors first reported a position in United Bankshares in Q1 2014 and held it in 11 quarters.
Athena Global Investors's United Bankshares position peaked at $1.01M in Q2 2015.
236 funds tracked by Wall St. Rank held United Bankshares as of Q4 2016.

Based on Athena Global Investors's 13F filing for Q4 2016, filed 14 Feb 2017.