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BancorpSouth’s United Bankshares UBSI Stock Holding History

BancorpSouth’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
-12,564
Closed -$465K – 269
2015
Q4 		$465K Sell
12,564
-374
-3% -$14.8K 0.06% 137
2015
Q3 		$492K Sell
12,938
-34,922
-73% -$1.37M 0.06% 132
2015
Q2 		$1.93M Buy
47,860
+3,622
+8% +$138K 0.22% 57
2015
Q1 		$1.66M Buy
44,238
+3,250
+8% +$119K 0.18% 56
2014
Q4 		$1.53M Buy
40,988
+2,106
+5% +$72.4K 0.17% 60
2014
Q3 		$1.2M Buy
38,882
+4,766
+14% +$154K 0.13% 73
2014
Q2 		$1.1M Buy
34,116
+10,948
+47% +$333K 0.11% 77
2014
Q1 		$709K Buy
23,168
+9,514
+70% +$285K 0.08% 109
2013
Q4 		$429K Buy
13,654
+3,400
+33% +$104K 0.05% 154
2013
Q3 		$297K Buy
+10,254
New +$292K 0.03% 175

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
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

BancorpSouth's UBSI Position: Q1 2016 in Review

BancorpSouth sold out of United Bankshares (UBSI) in Q1 2016, closing a stake of 12,564 shares — an estimated $465K sold.

BancorpSouth first reported a position in UBSI in Q3 2013 and held it in 10 quarters. The position peaked at $1.93M in Q2 2015. 195 funds tracked by Wall St. Rank hold UBSI as of Q1 2016.

  • BancorpSouth reported no remaining United Bankshares position as of Q1 2016 after selling out during the quarter.
  • BancorpSouth sold 12,564 United Bankshares shares in Q1 2016, an estimated $465K.
  • BancorpSouth first reported a position in United Bankshares in Q3 2013 and held it in 10 quarters.
  • BancorpSouth's United Bankshares position peaked at $1.93M in Q2 2015.
  • 195 funds tracked by Wall St. Rank held United Bankshares as of Q1 2016.

Based on BancorpSouth's 13F filing for Q1 2016, filed 9 May 2016.