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First Personal Financial Services’s United Bankshares UBSI Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-187
Closed -$7K – 873
2017
Q2 		$7K Hold
187
– – ﹤0.01% 767
2017
Q1 		$8K Hold
187
– – ﹤0.01% 754
2016
Q4 		$9K Hold
187
– – ﹤0.01% 737
2016
Q3 		$7K Hold
187
– – ﹤0.01% 665
2016
Q2 		$7K Buy
+187
New +$7.05K ﹤0.01% 638

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's UBSI Position: Q3 2017 in Review

First Personal Financial Services sold out of United Bankshares (UBSI) in Q3 2017, closing a stake of 187 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in UBSI in Q2 2016 and held it in 5 quarters. The position peaked at $9K in Q4 2016. 231 funds tracked by Wall St. Rank hold UBSI as of Q3 2017.

  • First Personal Financial Services reported no remaining United Bankshares position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 187 United Bankshares shares in Q3 2017, an estimated $7K.
  • First Personal Financial Services first reported a position in United Bankshares in Q2 2016 and held it in 5 quarters.
  • First Personal Financial Services's United Bankshares position peaked at $9K in Q4 2016.
  • 231 funds tracked by Wall St. Rank held United Bankshares as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.