Bessemer Group
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Bessemer Group’s Union Bankshares UNB Stock Holding History

Bessemer Group’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,300
Closed -$44K – 2056
2016
Q3 		$44K Buy
+1,300
New +$45K ﹤0.01% 1227

Other funds holding UNB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bessemer Group's UNB Position: Q4 2016 in Review

Bessemer Group sold out of Union Bankshares (UNB) in Q4 2016, closing a stake of 1,300 shares — an estimated $44K sold.

Bessemer Group first reported a position in UNB in Q3 2016 and held it in 1 quarter. The position peaked at $44K in Q3 2016. 39 funds tracked by Wall St. Rank hold UNB as of Q4 2016.

  • Bessemer Group reported no remaining Union Bankshares position as of Q4 2016 after selling out during the quarter.
  • Bessemer Group sold 1,300 Union Bankshares shares in Q4 2016, an estimated $44K.
  • Bessemer Group first reported a position in Union Bankshares in Q3 2016 and held it in 1 quarter.
  • Bessemer Group's Union Bankshares position peaked at $44K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2016.

Based on Bessemer Group's 13F filing for Q4 2016, filed 7 Feb 2017.