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Capital Impact Advisors’s United Bankshares UBSI Stock Holding History

Capital Impact Advisors’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
-25,158
Closed -$1.16M – 223
2016
Q4 		$1.16M Hold
25,158
– – 0.48% 73
2016
Q3 		$948K Hold
25,158
– – 0.41% 115
2016
Q2 		$944K Hold
25,158
– – 0.44% 97
2016
Q1 		$923K Buy
25,158
+4,300
+21% +$151K 0.44% 105
2015
Q4 		$772K Buy
+20,858
New +$825K 0.37% 117

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

Capital Impact Advisors's UBSI Position: Q1 2017 in Review

Capital Impact Advisors sold out of United Bankshares (UBSI) in Q1 2017, closing a stake of 25,158 shares — an estimated $1.16M sold.

Capital Impact Advisors first reported a position in UBSI in Q4 2015 and held it in 5 quarters. The position peaked at $1.16M in Q4 2016. 217 funds tracked by Wall St. Rank hold UBSI as of Q1 2017.

  • Capital Impact Advisors reported no remaining United Bankshares position as of Q1 2017 after selling out during the quarter.
  • Capital Impact Advisors sold 25,158 United Bankshares shares in Q1 2017, an estimated $1.16M.
  • Capital Impact Advisors first reported a position in United Bankshares in Q4 2015 and held it in 5 quarters.
  • Capital Impact Advisors's United Bankshares position peaked at $1.16M in Q4 2016.
  • 217 funds tracked by Wall St. Rank held United Bankshares as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.