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Financial Architects (New Jersey)’s United Bankshares UBSI Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-34
Closed -$1K – 1639
2017
Q1 		$1K Buy
+34
New +$1.5K ﹤0.01% 1535

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s UBSI Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of United Bankshares (UBSI) in Q2 2017, closing a stake of 34 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in UBSI in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining United Bankshares position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 34 United Bankshares shares in Q2 2017, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in United Bankshares in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s United Bankshares position peaked at $1K in Q1 2017.
  • 238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.