Crewe Advisors’s United Bankshares UBSI Stock Holding History

Crewe Advisors’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	-87	Closed	-$3K	–	243
2019 Q4	$3K	Buy	+87	New	+$3.35K	﹤0.01%	230

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 Austin, Texas $481B AUM 30.42% 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

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

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

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

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

Crewe Advisors's UBSI Position: Q1 2020 in Review

Crewe Advisors sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 87 shares — an estimated $3K sold.

Crewe Advisors first reported a position in UBSI in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

Crewe Advisors reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
Crewe Advisors sold 87 United Bankshares shares in Q1 2020, an estimated $3K.
Crewe Advisors first reported a position in United Bankshares in Q4 2019 and held it in 1 quarter.
Crewe Advisors's United Bankshares position peaked at $3K in Q4 2019.
242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Crewe Advisors's 13F filing for Q1 2020, filed 7 May 2020.