FNBT
UBSI icon

FineMark National Bank & Trust’s United Bankshares UBSI Stock Holding History

FineMark National 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
2015
Q1 		– Sell
-310
Closed -$12K – 1457
2014
Q4 		$12K Buy
+310
New +$10.7K ﹤0.01% 994

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FineMark National Bank & Trust's UBSI Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of United Bankshares (UBSI) in Q1 2015, closing a stake of 310 shares — an estimated $12K sold.

FineMark National Bank & Trust first reported a position in UBSI in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 189 funds tracked by Wall St. Rank hold UBSI as of Q1 2015.

  • FineMark National Bank & Trust reported no remaining United Bankshares position as of Q1 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 310 United Bankshares shares in Q1 2015, an estimated $12K.
  • FineMark National Bank & Trust first reported a position in United Bankshares in Q4 2014 and held it in 1 quarter.
  • FineMark National Bank & Trust's United Bankshares position peaked at $12K in Q4 2014.
  • 189 funds tracked by Wall St. Rank held United Bankshares as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.