FHA
UBSI icon

Flagship Harbor Advisors’s United Bankshares UBSI Stock Holding History

Flagship Harbor Advisors’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
-175
Closed -$4K – 2157
2020
Q1 		$4K Buy
+175
New +$5.5K ﹤0.01% 1500
2018
Q4 		– Sell
-199
Closed -$7K – 2099
2018
Q3 		$7K Hold
199
– – ﹤0.01% 1602
2018
Q2 		$7K Buy
+199
New +$7.13K ﹤0.01% 1544

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Flagship Harbor Advisors's UBSI Position: Q2 2020 in Review

Flagship Harbor Advisors sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 175 shares — an estimated $4K sold.

Flagship Harbor Advisors first reported a position in UBSI in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

  • Flagship Harbor Advisors reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 175 United Bankshares shares in Q2 2020, an estimated $4K.
  • Flagship Harbor Advisors first reported a position in United Bankshares in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's United Bankshares position peaked at $7K in Q3 2018.
  • 270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on Flagship Harbor Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.