Commerce Bank’s United Bankshares UBSI Stock Holding History

Commerce Bank’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
2020 Q1	–	Sell	-7,705	Closed	-$298K	–	1000
2019 Q4	$298K	Sell	7,705 -2,390	-24%	-$92.2K	﹤0.01%	829
2019 Q3	$382K	Hold	10,095	–	–	﹤0.01%	701
2019 Q2	$374K	Sell	10,095 -50	-0.5%	-$1.88K	﹤0.01%	702
2019 Q1	$368K	Buy	10,145 +1,410	+16%	+$50.9K	﹤0.01%	659
2018 Q4	$272K	Sell	8,735 -4,060	-32%	-$137K	﹤0.01%	721
2018 Q3	$465K	Sell	12,795 -150	-1%	-$5.69K	0.01%	612
2018 Q2	$471K	Sell	12,945 -70	-0.5%	-$2.51K	0.01%	589
2018 Q1	$458K	Sell	13,015 -90	-0.7%	-$3.26K	0.01%	587
2017 Q4	$455K	Sell	13,105 -50	-0.4%	-$1.8K	0.01%	588
2017 Q3	$489K	Hold	13,155	–	–	0.01%	564
2017 Q2	$515K	Sell	13,155 -50	-0.4%	-$1.99K	0.01%	528
2017 Q1	$558K	Buy	13,205 +6,675	+102%	+$294K	0.01%	496
2016 Q4	$302K	Buy	+6,530	New	+$277K	﹤0.01%	657

Other funds holding UBSI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fuller & Thaler Asset Management

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

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

Geode Capital Management

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

Bank of New York Mellon

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return