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Capstone Asset Management’s United Bankshares UBSI Stock Holding History

Capstone Asset 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
Q2 		$374K Sell
9,536
-5,816
-38% -$231K 0.01% 1100
2017
Q1 		$649K Buy
15,352
+660
+4% +$29.1K 0.02% 767
2016
Q4 		$680K Sell
14,692
-5,100
-26% -$216K 0.02% 746
2016
Q3 		$746K Buy
19,792
+520
+3% +$19.9K 0.02% 719
2016
Q2 		$723K Buy
19,272
+630
+3% +$23.8K 0.02% 714
2016
Q1 		$684K Sell
18,642
-1,450
-7% -$50.9K 0.02% 730
2015
Q4 		$743K Buy
20,092
+600
+3% +$23.7K 0.02% 699
2015
Q3 		$741K Buy
19,492
+1,190
+7% +$46.7K 0.02% 673
2015
Q2 		$736K Sell
18,302
-9,150
-33% -$350K 0.02% 717
2015
Q1 		$1.03M Buy
27,452
+3,270
+14% +$119K 0.03% 650
2014
Q4 		$906K Sell
24,182
-2,000
-8% -$68.7K 0.03% 686
2014
Q3 		$810K Buy
26,182
+440
+2% +$14.2K 0.03% 691
2014
Q2 		$832K Buy
25,742
+5,445
+27% +$166K 0.03% 711
2014
Q1 		$621K Buy
20,297
+2,695
+15% +$80.8K 0.02% 897
2013
Q4 		$554K Buy
17,602
+2,232
+15% +$68.3K 0.02% 1042
2013
Q3 		$445K Buy
15,370
+440
+3% +$12.5K 0.01% 1384
2013
Q2 		$395K Buy
+14,930
New +$385K 0.01% 1381

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Asset Management's UBSI Position: Q2 2017 in Review

Capstone Asset Management reduced its United Bankshares (UBSI) stake by 38% in Q2 2017, selling an estimated $231K and leaving 9,536 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1100.

Capstone Asset Management first reported a position in UBSI in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.03M in Q1 2015. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

  • Capstone Asset Management held 9,536 shares of United Bankshares worth $374K as of Q2 2017.
  • Capstone Asset Management sold 5,816 United Bankshares shares in Q2 2017, an estimated $231K.
  • United Bankshares made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1100 holding.
  • Capstone Asset Management first reported a position in United Bankshares in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's United Bankshares position peaked at $1.03M in Q1 2015.
  • 238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.