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Columbia Partners Investment Management’s United Bankshares UBSI Stock Holding History

Columbia Partners Investment 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
2014
Q1 		– Sell
-96,958
Closed -$3.05M – 356
2013
Q4 		$3.05M Sell
96,958
-8,365
-8% -$256K 0.13% 182
2013
Q3 		$3.05M Sell
105,323
-12,429
-11% -$353K 0.14% 181
2013
Q2 		$3.11M Buy
+117,752
New +$3.03M 0.15% 181

Other funds holding UBSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $544B AUM 28.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Columbia Partners Investment Management's UBSI Position: Q1 2014 in Review

Columbia Partners Investment Management sold out of United Bankshares (UBSI) in Q1 2014, closing a stake of 96,958 shares — an estimated $3.05M sold.

Columbia Partners Investment Management first reported a position in UBSI in Q2 2013 and held it in 3 quarters. The position peaked at $3.11M in Q2 2013. 171 funds tracked by Wall St. Rank hold UBSI as of Q1 2014.

  • Columbia Partners Investment Management reported no remaining United Bankshares position as of Q1 2014 after selling out during the quarter.
  • Columbia Partners Investment Management sold 96,958 United Bankshares shares in Q1 2014, an estimated $3.05M.
  • Columbia Partners Investment Management first reported a position in United Bankshares in Q2 2013 and held it in 3 quarters.
  • Columbia Partners Investment Management's United Bankshares position peaked at $3.11M in Q2 2013.
  • 171 funds tracked by Wall St. Rank held United Bankshares as of Q1 2014.

Based on Columbia Partners Investment Management's 13F filing for Q1 2014, filed 15 May 2014.