EWM
UBOH

Edge Wealth Management’s United Bancshares Inc/OH UBOH Stock Holding History

Edge Wealth Management’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,000
Closed -$198K – 638
2018
Q1 		$198K Sell
9,000
-11,000
-55% -$238K 0.05% 125
2017
Q4 		$444K Hold
20,000
– – 0.13% 91
2017
Q3 		$450K Sell
20,000
-10,000
-33% -$220K 0.14% 84
2017
Q2 		$672K Sell
30,000
-2,500
-8% -$53.6K 0.21% 67
2017
Q1 		$678K Sell
32,500
-7,500
-19% -$164K 0.24% 63
2016
Q4 		$880K Hold
40,000
– – 0.33% 56
2016
Q3 		$792K Hold
40,000
– – 0.34% 54
2016
Q2 		$720K Sell
40,000
-1,724
-4% -$31.8K 0.3% 57
2016
Q1 		$776K Sell
41,724
-8,276
-17% -$145K 0.35% 53
2015
Q4 		$912K Sell
50,000
-5,000
-9% -$83.1K 0.34% 54
2015
Q3 		$871K Hold
55,000
– – 0.33% 51
2015
Q2 		$851K Hold
55,000
– – 0.29% 52
2015
Q1 		$838K Buy
55,000
+500
+0.9% +$7.41K 0.28% 56
2014
Q4 		$788K Buy
54,500
+4,500
+9% +$66K 0.29% 52
2014
Q3 		$749K Buy
50,000
+8,000
+19% +$118K 0.29% 48
2014
Q2 		$572K Buy
42,000
+2,000
+5% +$28.9K 0.24% 57
2014
Q1 		$627K Buy
40,000
+25,599
+178% +$393K 0.26% 50
2013
Q4 		$204K Buy
14,401
+6,350
+79% +$85.7K 0.09% 88
2013
Q3 		$102K Buy
+8,051
New +$100K 0.06% 101

Other funds holding UBOH

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Edge Wealth Management's UBOH Position: Q2 2018 in Review

Edge Wealth Management sold out of United Bancshares Inc/OH (UBOH) in Q2 2018, closing a stake of 9,000 shares — an estimated $198K sold.

Edge Wealth Management first reported a position in UBOH in Q3 2013 and held it in 19 quarters. The position peaked at $912K in Q4 2015. 17 funds tracked by Wall St. Rank hold UBOH as of Q2 2018.

  • Edge Wealth Management reported no remaining United Bancshares Inc/OH position as of Q2 2018 after selling out during the quarter.
  • Edge Wealth Management sold 9,000 United Bancshares Inc/OH shares in Q2 2018, an estimated $198K.
  • Edge Wealth Management first reported a position in United Bancshares Inc/OH in Q3 2013 and held it in 19 quarters.
  • Edge Wealth Management's United Bancshares Inc/OH position peaked at $912K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.