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Checchi Capital Advisers’s United Bankshares UBSI Stock Holding History

Checchi Capital Advisers’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
2016
Q2 		– Sell
-451
Closed -$17K – 1635
2016
Q1 		$17K Buy
+451
New +$15.8K ﹤0.01% 1198

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Checchi Capital Advisers's UBSI Position: Q2 2016 in Review

Checchi Capital Advisers sold out of United Bankshares (UBSI) in Q2 2016, closing a stake of 451 shares — an estimated $17K sold.

Checchi Capital Advisers first reported a position in UBSI in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 194 funds tracked by Wall St. Rank hold UBSI as of Q2 2016.

  • Checchi Capital Advisers reported no remaining United Bankshares position as of Q2 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 451 United Bankshares shares in Q2 2016, an estimated $17K.
  • Checchi Capital Advisers first reported a position in United Bankshares in Q1 2016 and held it in 1 quarter.
  • Checchi Capital Advisers's United Bankshares position peaked at $17K in Q1 2016.
  • 194 funds tracked by Wall St. Rank held United Bankshares as of Q2 2016.

Based on Checchi Capital Advisers's 13F filing for Q2 2016, filed 21 Jul 2016.