Financial Engines Advisors
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Financial Engines Advisors’s United Bancorp UBCP Stock Holding History

Financial Engines Advisors’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,355
Closed -$167K – 308
2022
Q4 		$167K Hold
11,355
– – ﹤0.01% 282
2022
Q3 		$182K Hold
11,355
– – ﹤0.01% 278
2022
Q2 		$186K Hold
11,355
– – ﹤0.01% 287
2022
Q1 		$207K Hold
11,355
– – ﹤0.01% 300
2021
Q4 		$189K Hold
11,355
– – ﹤0.01% 267
2021
Q3 		$162K Buy
+11,355
New +$162K ﹤0.01% 265
2021
Q2 		– Sell
-11,355
Closed -$163K – 263
2021
Q1 		$163K Hold
11,355
– – ﹤0.01% 264
2020
Q4 		$150K Hold
11,355
– – ﹤0.01% 252
2020
Q3 		$143K Hold
11,355
– – ﹤0.01% 240
2020
Q2 		$131K Hold
11,355
– – ﹤0.01% 202
2020
Q1 		$125K Buy
+11,355
New +$148K ﹤0.01% 145

Other funds holding UBCP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Financial Engines Advisors's UBCP Position: Q1 2023 in Review

Financial Engines Advisors sold out of United Bancorp (UBCP) in Q1 2023, closing a stake of 11,355 shares — an estimated $167K sold.

Financial Engines Advisors first reported a position in UBCP in Q1 2020 and held it in 11 quarters. The position peaked at $207K in Q1 2022. 23 funds tracked by Wall St. Rank hold UBCP as of Q1 2023.

  • Financial Engines Advisors reported no remaining United Bancorp position as of Q1 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 11,355 United Bancorp shares in Q1 2023, an estimated $167K.
  • Financial Engines Advisors first reported a position in United Bancorp in Q1 2020 and held it in 11 quarters.
  • Financial Engines Advisors's United Bancorp position peaked at $207K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held United Bancorp as of Q1 2023.

Based on Financial Engines Advisors's 13F filing for Q1 2023, filed 12 May 2023.