Donoghue Forlines’s United Bankshares UBSI Stock Holding History

Donoghue Forlines’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	-26,836	Closed	-$973K	–	214
2019 Q1	$973K	Buy	+26,836	New	+$968K	0.1%	113
2018 Q4	–	Sell	-25,680	Closed	-$933K	–	147
2018 Q3	$933K	Buy	25,680 +12,682	+98%	+$481K	0.07%	161
2018 Q2	$473K	Buy	+12,998	New	+$465K	0.04%	124

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBV

United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return

Donoghue Forlines's UBSI Position: Q2 2019 in Review

Donoghue Forlines sold out of United Bankshares (UBSI) in Q2 2019, closing a stake of 26,836 shares — an estimated $973K sold.

Donoghue Forlines first reported a position in UBSI in Q2 2018 and held it in 3 quarters. The position peaked at $973K in Q1 2019. 271 funds tracked by Wall St. Rank hold UBSI as of Q2 2019.

Donoghue Forlines reported no remaining United Bankshares position as of Q2 2019 after selling out during the quarter.
Donoghue Forlines sold 26,836 United Bankshares shares in Q2 2019, an estimated $973K.
Donoghue Forlines first reported a position in United Bankshares in Q2 2018 and held it in 3 quarters.
Donoghue Forlines's United Bankshares position peaked at $973K in Q1 2019.
271 funds tracked by Wall St. Rank held United Bankshares as of Q2 2019.

Based on Donoghue Forlines's 13F filing for Q2 2019, filed 23 Jul 2019.