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Cornerstone Advisors (Washington)’s United Bankshares UBSI Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$3K Sell
136
-187
-58% -$4.87K ﹤0.01% 559
2020
Q2 		$9K Sell
323
-153
-32% -$4.11K ﹤0.01% 445
2020
Q1 		$11K Buy
476
+227
+91% +$7.13K ﹤0.01% 411
2019
Q4 		$10K Buy
249
+17
+7% +$656 ﹤0.01% 430
2019
Q3 		$9K Buy
232
+204
+729% +$7.56K ﹤0.01% 428
2019
Q2 		$1K Hold
28
– – ﹤0.01% 1407
2019
Q1 		$1K Hold
28
– – ﹤0.01% 1259
2018
Q4 		$1K Buy
+28
New +$945 ﹤0.01% 1105
2018
Q2 		– Sell
-27
Closed -$1K – 1268
2018
Q1 		$1K Buy
+27
New +$977 ﹤0.01% 1096

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UBSI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its United Bankshares (UBSI) stake by 58% in Q3 2020, selling an estimated $4.87K and leaving 136 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Cornerstone Advisors (Washington) first reported a position in UBSI in Q1 2018 and has held it in 9 quarters since. The position peaked at $11K in Q1 2020. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

  • Cornerstone Advisors (Washington) held 136 shares of United Bankshares worth $3K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 187 United Bankshares shares in Q3 2020, an estimated $4.87K.
  • United Bankshares made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #559 holding.
  • Cornerstone Advisors (Washington) first reported a position in United Bankshares in Q1 2018 and has held it in 9 quarters since.
  • Cornerstone Advisors (Washington)'s United Bankshares position peaked at $11K in Q1 2020.
  • 259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.