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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

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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.