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Calvert Investment Management’s United Bankshares UBSI Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-4,910
Closed -$227K – 579
2016
Q4 		$227K Buy
+4,910
New +$208K 0.01% 748

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calvert Investment Management's UBSI Position: Q1 2017 in Review

Calvert Investment Management sold out of United Bankshares (UBSI) in Q1 2017, closing a stake of 4,910 shares — an estimated $227K sold.

Calvert Investment Management first reported a position in UBSI in Q4 2016 and held it in 1 quarter. The position peaked at $227K in Q4 2016. 217 funds tracked by Wall St. Rank hold UBSI as of Q1 2017.

  • Calvert Investment Management reported no remaining United Bankshares position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 4,910 United Bankshares shares in Q1 2017, an estimated $227K.
  • Calvert Investment Management first reported a position in United Bankshares in Q4 2016 and held it in 1 quarter.
  • Calvert Investment Management's United Bankshares position peaked at $227K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held United Bankshares as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.