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Cresset Asset Management’s United Bankshares UBSI Stock Holding History

Cresset Asset 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
2019
Q2 		– Sell
-414
Closed -$15K – 1632
2019
Q1 		$15K Buy
414
+135
+48% +$4.87K ﹤0.01% 1093
2018
Q4 		$9K Buy
+279
New +$9.42K ﹤0.01% 887

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
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

Cresset Asset Management's UBSI Position: Q2 2019 in Review

Cresset Asset Management sold out of United Bankshares (UBSI) in Q2 2019, closing a stake of 414 shares — an estimated $15K sold.

Cresset Asset Management first reported a position in UBSI in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 271 funds tracked by Wall St. Rank hold UBSI as of Q2 2019.

  • Cresset Asset Management reported no remaining United Bankshares position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 414 United Bankshares shares in Q2 2019, an estimated $15K.
  • Cresset Asset Management first reported a position in United Bankshares in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's United Bankshares position peaked at $15K in Q1 2019.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.