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Brookstone Capital Management’s United Bankshares UBSI Stock Holding History

Brookstone Capital Management’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
Q2 		– Sell
-13,485
Closed -$489K – 481
2019
Q1 		$489K Buy
+13,485
New +$486K 0.03% 241
2018
Q4 		– Sell
-14,328
Closed -$521K – 399
2018
Q3 		$521K Buy
14,328
+249
+2% +$9.44K 0.04% 265
2018
Q2 		$512K Buy
+14,079
New +$504K 0.04% 219

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

Brookstone Capital Management's UBSI Position: Q2 2019 in Review

Brookstone Capital Management sold out of United Bankshares (UBSI) in Q2 2019, closing a stake of 13,485 shares — an estimated $489K sold.

Brookstone Capital Management first reported a position in UBSI in Q2 2018 and held it in 3 quarters. The position peaked at $521K in Q3 2018. 271 funds tracked by Wall St. Rank hold UBSI as of Q2 2019.

  • Brookstone Capital Management reported no remaining United Bankshares position as of Q2 2019 after selling out during the quarter.
  • Brookstone Capital Management sold 13,485 United Bankshares shares in Q2 2019, an estimated $489K.
  • Brookstone Capital Management first reported a position in United Bankshares in Q2 2018 and held it in 3 quarters.
  • Brookstone Capital Management's United Bankshares position peaked at $521K in Q3 2018.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q2 2019.

Based on Brookstone Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.