Cutler Group’s United Bankshares UBSI Stock Holding History

Cutler Group’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 Q3	–	Sell	-200	Closed	-$7K	–	4738
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	2931
2019 Q1	$7K	Buy	+200	New	+$7.21K	﹤0.01%	2744
2018 Q4	–	Sell	-900	Closed	-$32K	–	4613
2018 Q3	$32K	Sell	900 -1,300	-59%	-$49.3K	﹤0.01%	1917
2018 Q2	$80K	Buy	+2,200	New	+$78.8K	0.01%	1300
2018 Q1	–	Sell	-303	Closed	-$11K	–	5246
2017 Q4	$10K	Buy	+303	New	+$10.9K	﹤0.01%	3154
2017 Q3	–	Sell	-88	Closed	-$3K	–	6748
2017 Q2	$3K	Sell	88 -12	-12%	-$476	﹤0.01%	5324
2017 Q1	$4K	Buy	+100	New	+$4.41K	﹤0.01%	4960
2016 Q2	–	Sell	-882	Closed	-$33.3K	–	7320
2016 Q1	$32K	Sell	882 -403	-31%	-$14.1K	﹤0.01%	2787
2015 Q4	$47K	Buy	+1,285	New	+$50.8K	﹤0.01%	2534

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

Norges Bank Oslo, Norway $935B AUM