Capstone Investment Advisors
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Capstone Investment Advisors’s United Bankshares UBSI Stock Holding History

Capstone Investment 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
Q3 		– Sell
-11,700
Closed -$458K – 739
2017
Q2 		$458K Buy
+11,700
New +$464K 0.01% 427
2016
Q2 		– Sell
-7,700
Closed -$282K – 852
2016
Q1 		$282K Buy
+7,700
New +$270K 0.01% 534

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's UBSI Position: Q3 2017 in Review

Capstone Investment Advisors sold out of United Bankshares (UBSI) in Q3 2017, closing a stake of 11,700 shares — an estimated $458K sold.

Capstone Investment Advisors first reported a position in UBSI in Q1 2016 and held it in 2 quarters. The position peaked at $458K in Q2 2017. 231 funds tracked by Wall St. Rank hold UBSI as of Q3 2017.

  • Capstone Investment Advisors reported no remaining United Bankshares position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,700 United Bankshares shares in Q3 2017, an estimated $458K.
  • Capstone Investment Advisors first reported a position in United Bankshares in Q1 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's United Bankshares position peaked at $458K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held United Bankshares as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.