First Mercantile Trust’s United Bankshares UBSI Stock Holding History

First Mercantile 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
2020 Q2	–	Sell	-627	Closed	-$14K	–	959
2020 Q1	$14K	Buy	627 +68	+12%	+$2.13K	﹤0.01%	818
2019 Q4	$22K	Buy	559 +35	+7%	+$1.35K	﹤0.01%	848
2019 Q3	$20K	Buy	524 +24	+5%	+$889	﹤0.01%	882
2019 Q2	$19K	Sell	500 -150	-23%	-$5.63K	﹤0.01%	824
2019 Q1	$24K	Hold	650	–	–	0.01%	828
2018 Q4	$20K	Sell	650 -643	-50%	-$21.7K	﹤0.01%	858
2018 Q3	$47K	Sell	1,293 -998	-44%	-$37.8K	0.01%	803
2018 Q2	$83K	Buy	2,291 +85	+4%	+$3.04K	0.02%	752
2018 Q1	$78K	Hold	2,206	–	–	0.02%	712
2017 Q4	$77K	Sell	2,206 -150	-6%	-$5.41K	0.02%	750
2017 Q3	$88K	Buy	2,356 +10	+0.4%	+$352	0.02%	730
2017 Q2	$92K	Buy	+2,346	New	+$93.1K	0.02%	743

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Mercantile Trust's UBSI Position: Q2 2020 in Review

First Mercantile Trust sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 627 shares — an estimated $14K sold.

First Mercantile Trust first reported a position in UBSI in Q2 2017 and held it in 12 quarters. The position peaked at $92K in Q2 2017. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

First Mercantile Trust reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
First Mercantile Trust sold 627 United Bankshares shares in Q2 2020, an estimated $14K.
First Mercantile Trust first reported a position in United Bankshares in Q2 2017 and held it in 12 quarters.
First Mercantile Trust's United Bankshares position peaked at $92K in Q2 2017.
270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.