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Buckingham Strategic Wealth’s United Bankshares UBSI Stock Holding History

Buckingham Strategic Wealth’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
2018
Q3 		– Sell
-30,120
Closed -$1.1M – 374
2018
Q2 		$1.1M Buy
+30,120
New +$1.08M 0.18% 113

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Buckingham Strategic Wealth's UBSI Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of United Bankshares (UBSI) in Q3 2018, closing a stake of 30,120 shares — an estimated $1.1M sold.

Buckingham Strategic Wealth first reported a position in UBSI in Q2 2018 and held it in 1 quarter. The position peaked at $1.1M in Q2 2018. 257 funds tracked by Wall St. Rank hold UBSI as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining United Bankshares position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 30,120 United Bankshares shares in Q3 2018, an estimated $1.1M.
  • Buckingham Strategic Wealth first reported a position in United Bankshares in Q2 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's United Bankshares position peaked at $1.1M in Q2 2018.
  • 257 funds tracked by Wall St. Rank held United Bankshares as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.