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Dubuque Bank & Trust’s United Bankshares UBSI Stock Holding History

Dubuque Bank & Trust’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
-623
Closed -$23K – 574
2019
Q1 		$23K Hold
623
– – ﹤0.01% 364
2018
Q4 		$19K Hold
623
– – ﹤0.01% 366
2018
Q3 		$23K Sell
623
-10,095
-94% -$383K ﹤0.01% 346
2018
Q2 		$390K Sell
10,718
-1,085
-9% -$38.8K 0.06% 113
2018
Q1 		$416K Buy
11,803
+736
+7% +$26.6K 0.07% 115
2017
Q4 		$385K Sell
11,067
-248
-2% -$8.94K 0.06% 145
2017
Q3 		$420K Buy
11,315
+539
+5% +$19K 0.07% 136
2017
Q2 		$422K Buy
10,776
+6,330
+142% +$251K 0.09% 125
2017
Q1 		$188K Buy
+4,446
New +$196K 0.04% 200

Other funds holding UBSI

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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