Brinker Capital’s United Bankshares UBSI Stock Holding History

Brinker Capital’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
2017 Q2	–	Sell	-4,898	Closed	-$208K	–	873
2017 Q1	$208K	Sell	4,898 -73	-1%	-$3.22K	0.01%	872
2016 Q4	$232K	Buy	+4,971	New	+$211K	0.01%	635

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital's UBSI Position: Q2 2017 in Review

Brinker Capital sold out of United Bankshares (UBSI) in Q2 2017, closing a stake of 4,898 shares — an estimated $208K sold.

Brinker Capital first reported a position in UBSI in Q4 2016 and held it in 2 quarters. The position peaked at $232K in Q4 2016. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

Brinker Capital reported no remaining United Bankshares position as of Q2 2017 after selling out during the quarter.
Brinker Capital sold 4,898 United Bankshares shares in Q2 2017, an estimated $208K.
Brinker Capital first reported a position in United Bankshares in Q4 2016 and held it in 2 quarters.
Brinker Capital's United Bankshares position peaked at $232K in Q4 2016.
238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on Brinker Capital's 13F filing for Q2 2017, filed 14 Aug 2017.