APP
UBSI icon

Avantax Planning Partners’s United Bankshares UBSI Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-34
Closed -$1K – 1132
2018
Q3 		$1K Buy
+34
New +$1.29K ﹤0.01% 1427
2018
Q2 		– Sell
-682
Closed -$24K – 1400
2018
Q1 		$24K Buy
+682
New +$24.7K ﹤0.01% 717

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

Avantax Planning Partners's UBSI Position: Q4 2018 in Review

Avantax Planning Partners sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 34 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in UBSI in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • Avantax Planning Partners reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 34 United Bankshares shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in United Bankshares in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's United Bankshares position peaked at $24K in Q1 2018.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.