Centerpoint Advisors’s United Bankshares UBSI Stock Holding History

Centerpoint 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
2018 Q3	–	Sell	-66	Closed	-$2K	–	353
2018 Q2	$2K	Buy	+66	New	+$2.36K	﹤0.01%	325

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Centerpoint Advisors's UBSI Position: Q3 2018 in Review

Centerpoint Advisors sold out of United Bankshares (UBSI) in Q3 2018, closing a stake of 66 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in UBSI in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 258 funds tracked by Wall St. Rank hold UBSI as of Q3 2018.

Centerpoint Advisors reported no remaining United Bankshares position as of Q3 2018 after selling out during the quarter.
Centerpoint Advisors sold 66 United Bankshares shares in Q3 2018, an estimated $2K.
Centerpoint Advisors first reported a position in United Bankshares in Q2 2018 and held it in 1 quarter.
Centerpoint Advisors's United Bankshares position peaked at $2K in Q2 2018.
258 funds tracked by Wall St. Rank held United Bankshares as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.