Gemmer Asset Management’s United Bankshares UBSI Stock Holding History

Gemmer Asset Management’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 Q3	–	Sell	-38	Closed	-$1K	–	1394
2020 Q2	$1K	Hold	38	–	–	﹤0.01%	1285
2020 Q1	$1K	Sell	38 -137	-78%	-$4.3K	﹤0.01%	1214
2019 Q4	$7K	Hold	175	–	–	﹤0.01%	824
2019 Q3	$7K	Sell	175 -3	-2%	-$111	﹤0.01%	834
2019 Q2	$7K	Hold	178	–	–	﹤0.01%	831
2019 Q1	$6K	Hold	178	–	–	﹤0.01%	930
2018 Q4	$6K	Buy	178 +4	+2%	+$135	﹤0.01%	857
2018 Q3	$6K	Hold	174	–	–	﹤0.01%	957
2018 Q2	$6K	Buy	174 +3	+2%	+$107	﹤0.01%	963
2018 Q1	$6K	Sell	171 -12	-7%	-$434	﹤0.01%	939
2017 Q4	$6K	Hold	183	–	–	﹤0.01%	919
2017 Q3	$7K	Hold	183	–	–	﹤0.01%	849
2017 Q2	$7K	Hold	183	–	–	﹤0.01%	804
2017 Q1	$8K	Hold	183	–	–	﹤0.01%	759
2016 Q4	$8K	Hold	183	–	–	﹤0.01%	734
2016 Q3	$7K	Buy	183 +28	+18%	+$1.07K	﹤0.01%	780
2016 Q2	$6K	Buy	155 +26	+20%	+$981	﹤0.01%	810
2016 Q1	$4K	Hold	129	–	–	﹤0.01%	907
2015 Q4	$5K	Hold	129	–	–	﹤0.01%	868
2015 Q3	$5K	Hold	129	–	–	﹤0.01%	836
2015 Q2	$5K	Hold	129	–	–	﹤0.01%	871
2015 Q1	$5K	Hold	129	–	–	﹤0.01%	913
2014 Q4	$5K	Hold	129	–	–	﹤0.01%	882
2014 Q3	$4K	Hold	129	–	–	﹤0.01%	976
2014 Q2	$4K	Hold	129	–	–	﹤0.01%	1005
2014 Q1	$4K	Buy	+129	New	+$3.87K	﹤0.01%	986

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gemmer Asset Management's UBSI Position: Q3 2020 in Review

Gemmer Asset Management sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 38 shares — an estimated $1K sold.

Gemmer Asset Management first reported a position in UBSI in Q1 2014 and held it in 26 quarters. The position peaked at $8K in Q1 2017. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

Gemmer Asset Management reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
Gemmer Asset Management sold 38 United Bankshares shares in Q3 2020, an estimated $1K.
Gemmer Asset Management first reported a position in United Bankshares in Q1 2014 and held it in 26 quarters.
Gemmer Asset Management's United Bankshares position peaked at $8K in Q1 2017.
259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Gemmer Asset Management's 13F filing for Q3 2020, filed 21 Oct 2020.