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Ausdal Financial Partners’s United Bankshares UBSI Stock Holding History

Ausdal Financial Partners’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
-400
Closed -$15K – 971
2015
Q4 		$15K Buy
+400
New +$15.8K 0.01% 808

Other funds holding UBSI

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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

Ausdal Financial Partners's UBSI Position: Q1 2016 in Review

Ausdal Financial Partners sold out of United Bankshares (UBSI) in Q1 2016, closing a stake of 400 shares — an estimated $15K sold.

Ausdal Financial Partners first reported a position in UBSI in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 195 funds tracked by Wall St. Rank hold UBSI as of Q1 2016.

  • Ausdal Financial Partners reported no remaining United Bankshares position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 400 United Bankshares shares in Q1 2016, an estimated $15K.
  • Ausdal Financial Partners first reported a position in United Bankshares in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's United Bankshares position peaked at $15K in Q4 2015.
  • 195 funds tracked by Wall St. Rank held United Bankshares as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.