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Foundry Partners’s United Bankshares UBSI Stock Holding History

Foundry Partners’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
2014
Q2 		– Sell
-13,674
Closed -$419K – 291
2014
Q1 		$419K Sell
13,674
-496
-4% -$14.9K 0.04% 236
2013
Q4 		$446K Buy
+14,170
New +$434K 0.04% 235

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foundry Partners's UBSI Position: Q2 2014 in Review

Foundry Partners sold out of United Bankshares (UBSI) in Q2 2014, closing a stake of 13,674 shares — an estimated $419K sold.

Foundry Partners first reported a position in UBSI in Q4 2013 and held it in 2 quarters. The position peaked at $446K in Q4 2013. 163 funds tracked by Wall St. Rank hold UBSI as of Q2 2014.

  • Foundry Partners reported no remaining United Bankshares position as of Q2 2014 after selling out during the quarter.
  • Foundry Partners sold 13,674 United Bankshares shares in Q2 2014, an estimated $419K.
  • Foundry Partners first reported a position in United Bankshares in Q4 2013 and held it in 2 quarters.
  • Foundry Partners's United Bankshares position peaked at $446K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held United Bankshares as of Q2 2014.

Based on Foundry Partners's 13F filing for Q2 2014, filed 7 Jul 2014.