Capital Investment Advisory Services’s Atlantic Union Bankshares AUB Stock Holding History

Capital Investment Advisory Services’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-764	Closed	-$28K	–	595
2019 Q3	$28K	Hold	764	–	–	0.01%	708
2019 Q2	$27K	Buy	764 +133	+21%	+$4.63K	0.01%	697
2019 Q1	$20K	Hold	631	–	–	0.01%	678
2018 Q4	$18K	Buy	+631	New	+$21.2K	0.01%	657

Other funds holding AUB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's AUB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Atlantic Union Bankshares (AUB) in Q4 2019, closing a stake of 764 shares — an estimated $28K sold.

Capital Investment Advisory Services first reported a position in AUB in Q4 2018 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 231 funds tracked by Wall St. Rank hold AUB as of Q4 2019.

Capital Investment Advisory Services reported no remaining Atlantic Union Bankshares position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 764 Atlantic Union Bankshares shares in Q4 2019, an estimated $28K.
Capital Investment Advisory Services first reported a position in Atlantic Union Bankshares in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's Atlantic Union Bankshares position peaked at $28K in Q3 2019.
231 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.