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Capital One Investing’s United Bankshares UBSI Stock Holding History

Capital One Investing’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
2019
Q3 		– Sell
-5,549
Closed -$206K – 199
2019
Q2 		$206K Hold
5,549
– – 0.05% 167
2019
Q1 		$201K Buy
+5,549
New +$200K 0.05% 183

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital One Investing's UBSI Position: Q3 2019 in Review

Capital One Investing sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 5,549 shares — an estimated $206K sold.

Capital One Investing first reported a position in UBSI in Q1 2019 and held it in 2 quarters. The position peaked at $206K in Q2 2019. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

  • Capital One Investing reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
  • Capital One Investing sold 5,549 United Bankshares shares in Q3 2019, an estimated $206K.
  • Capital One Investing first reported a position in United Bankshares in Q1 2019 and held it in 2 quarters.
  • Capital One Investing's United Bankshares position peaked at $206K in Q2 2019.
  • 265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.