Calton & Associates’s United Bankshares UBSI Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,000	Closed	-$36K	–	1202
2017 Q4	$36K	Buy	+1,000	New	+$36.1K	0.01%	763

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calton & Associates's UBSI Position: Q1 2018 in Review

Calton & Associates sold out of United Bankshares (UBSI) in Q1 2018, closing a stake of 1,000 shares — an estimated $36K sold.

Calton & Associates first reported a position in UBSI in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 253 funds tracked by Wall St. Rank hold UBSI as of Q1 2018.

Calton & Associates reported no remaining United Bankshares position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,000 United Bankshares shares in Q1 2018, an estimated $36K.
Calton & Associates first reported a position in United Bankshares in Q4 2017 and held it in 1 quarter.
Calton & Associates's United Bankshares position peaked at $36K in Q4 2017.
253 funds tracked by Wall St. Rank held United Bankshares as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.