BRWA
UBSI icon

B. Riley Wealth Advisors’s United Bankshares UBSI Stock Holding History

B. Riley Wealth Advisors’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
2019
Q4 		– Sell
-10,639
Closed -$404K – 904
2019
Q3 		$404K Buy
10,639
+3,874
+57% +$144K 0.04% 478
2019
Q2 		$252K Buy
+6,765
New +$254K 0.03% 634
2015
Q1 		– Sell
-151
Closed -$6 – 1895
2014
Q4 		$6 Buy
+151
New +$5.19K ﹤0.01% 3104
2014
Q3 		– Sell
-151
Closed -$4.88K – 1805
2014
Q2 		$4.88K Buy
+151
New +$4.6K ﹤0.01% 2049

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

B. Riley Wealth Advisors's UBSI Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of United Bankshares (UBSI) in Q4 2019, closing a stake of 10,639 shares — an estimated $404K sold.

B. Riley Wealth Advisors first reported a position in UBSI in Q2 2014 and held it in 4 quarters. The position peaked at $404K in Q3 2019. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining United Bankshares position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,639 United Bankshares shares in Q4 2019, an estimated $404K.
  • B. Riley Wealth Advisors first reported a position in United Bankshares in Q2 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's United Bankshares position peaked at $404K in Q3 2019.
  • 281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.