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Gradient Investments’s United Bankshares UBSI Stock Holding History

Gradient Investments’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
-20
Closed – – 1205
2020
Q1 		$0 Hold
20
– – ﹤0.01% 1245
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1057
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1052
2019
Q2 		$1K Hold
20
– – ﹤0.01% 979
2019
Q1 		$1K Hold
20
– – ﹤0.01% 827
2018
Q4 		$1K Hold
20
– – ﹤0.01% 898
2018
Q3 		$1K Hold
20
– – ﹤0.01% 940
2018
Q2 		$1K Hold
20
– – ﹤0.01% 935
2018
Q1 		$1K Hold
20
– – ﹤0.01% 950
2017
Q4 		$1K Buy
+20
New +$721 ﹤0.01% 960
2017
Q3 		– Sell
-115
Closed -$5K – 678
2017
Q2 		$5K Buy
115
+95
+475% +$3.77K ﹤0.01% 585
2017
Q1 		$1K Hold
20
– – ﹤0.01% 737
2016
Q4 		$1K Hold
20
– – ﹤0.01% 700
2016
Q3 		$1K Hold
20
– – ﹤0.01% 673
2016
Q2 		$1K Sell
20
-141
-88% -$5.32K ﹤0.01% 678
2016
Q1 		$6K Hold
161
– – ﹤0.01% 510
2015
Q4 		$6K Sell
161
-556
-78% -$22K ﹤0.01% 471
2015
Q3 		$27K Sell
717
-102,552
-99% -$4.03M ﹤0.01% 282
2015
Q2 		$4.16M Buy
103,269
+1,421
+1% +$54.3K 0.57% 32
2015
Q1 		$3.83M Buy
101,848
+5,521
+6% +$202K 0.57% 33
2014
Q4 		$3.61M Buy
96,327
+6,664
+7% +$229K 0.59% 32
2014
Q3 		$2.77M Buy
89,663
+8,457
+10% +$273K 0.5% 56
2014
Q2 		$2.63M Buy
81,206
+12,047
+17% +$367K 0.52% 45
2014
Q1 		$2.12M Buy
69,159
+7,704
+13% +$231K 0.49% 48
2013
Q4 		$1.93M Buy
61,455
+7,662
+14% +$234K 0.51% 37
2013
Q3 		$1.56M Buy
53,793
+8,032
+18% +$228K 0.49% 40
2013
Q2 		$1.21M Buy
+45,761
New +$1.18M 0.45% 51

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gradient Investments's UBSI Position: Q2 2020 in Review

Gradient Investments sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 20 shares.

Gradient Investments first reported a position in UBSI in Q2 2013 and held it in 27 quarters. The position peaked at $4.16M in Q2 2015. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

  • Gradient Investments reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 20 United Bankshares shares in Q2 2020.
  • Gradient Investments first reported a position in United Bankshares in Q2 2013 and held it in 27 quarters.
  • Gradient Investments's United Bankshares position peaked at $4.16M in Q2 2015.
  • 270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.