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Ground Swell Capital’s United Bankshares UBSI Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-244
Closed -$8K – 2771
2014
Q2 		$8K Buy
+244
New +$7.43K 0.02% 856

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 $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ground Swell Capital's UBSI Position: Q3 2014 in Review

Ground Swell Capital sold out of United Bankshares (UBSI) in Q3 2014, closing a stake of 244 shares — an estimated $8K sold.

Ground Swell Capital first reported a position in UBSI in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 168 funds tracked by Wall St. Rank hold UBSI as of Q3 2014.

  • Ground Swell Capital reported no remaining United Bankshares position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 244 United Bankshares shares in Q3 2014, an estimated $8K.
  • Ground Swell Capital first reported a position in United Bankshares in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's United Bankshares position peaked at $8K in Q2 2014.
  • 168 funds tracked by Wall St. Rank held United Bankshares as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.