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Baird’s United Bankshares UBSI Stock Holding History

Baird’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
2015
Q1 		$311K Sell
8,284
-45
-0.5% -$1.64K ﹤0.01% 1097
2014
Q4 		$312K Sell
8,329
-31
-0.4% -$1.06K ﹤0.01% 1089
2014
Q3 		$259K Sell
8,360
-409
-5% -$13.2K ﹤0.01% 1010
2014
Q2 		$284K Sell
8,769
-254
-3% -$7.73K ﹤0.01% 997
2014
Q1 		$276K Buy
+9,023
New +$271K ﹤0.01% 1004

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird's UBSI Position: Q1 2015 in Review

Baird reduced its United Bankshares (UBSI) stake by 0.54% in Q1 2015, selling an estimated $1.64K and leaving 8,284 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Baird first reported a position in UBSI in Q1 2014 and has held it in 5 quarters since. The position peaked at $312K in Q4 2014. 188 funds tracked by Wall St. Rank hold UBSI as of Q1 2015.

  • Baird held 8,284 shares of United Bankshares worth $311K as of Q1 2015.
  • Baird sold 45 United Bankshares shares in Q1 2015, an estimated $1.64K.
  • United Bankshares made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1097 holding.
  • Baird first reported a position in United Bankshares in Q1 2014 and has held it in 5 quarters since.
  • Baird's United Bankshares position peaked at $312K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held United Bankshares as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.