Chicago Partners Investment Group’s United Bankshares UBSI Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-5,808	Closed	-$191K	–	883
2018 Q3	$191K	Hold	5,808	–	–	0.03%	316
2018 Q2	$211K	Hold	5,808	–	–	0.03%	269
2018 Q1	$205K	Hold	5,808	–	–	0.04%	248
2017 Q4	$202K	Hold	5,808	–	–	0.03%	256
2017 Q3	$216K	Buy	+5,808	New	+$204K	0.04%	249
2017 Q2	–	Sell	-5,808	Closed	-$245K	–	785
2017 Q1	$245K	Hold	5,808	–	–	0.07%	172
2016 Q4	$269K	Hold	5,808	–	–	0.1%	145
2016 Q3	$219K	Hold	5,808	–	–	0.09%	158
2016 Q2	$218K	Hold	5,808	–	–	0.11%	128
2016 Q1	$213K	Hold	5,808	–	–	0.11%	121
2015 Q4	$215K	Hold	5,808	–	–	0.1%	145
2015 Q3	$221K	Hold	5,808	–	–	0.12%	113
2015 Q2	$234K	Sell	5,808 -20	-0.3%	-$765	0.11%	120
2015 Q1	$218K	Buy	5,828 +20	+0.3%	+$731	0.1%	121
2014 Q4	$218K	Buy	+5,808	New	+$200K	0.09%	115

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

UBV

United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

Chicago Partners Investment Group's UBSI Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 5,808 shares — an estimated $191K sold.

Chicago Partners Investment Group first reported a position in UBSI in Q4 2014 and held it in 15 quarters. The position peaked at $269K in Q4 2016. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

Chicago Partners Investment Group reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 5,808 United Bankshares shares in Q4 2018, an estimated $191K.
Chicago Partners Investment Group first reported a position in United Bankshares in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's United Bankshares position peaked at $269K in Q4 2016.
256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.