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GW&K Investment Management’s United Bankshares UBSI Stock Holding History

GW&K Investment 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
Q2 		– Sell
-470
Closed -$11K – 383
2020
Q1 		$11K Sell
470
-500,998
-100% -$15.7M ﹤0.01% 355
2019
Q4 		$19.4M Sell
501,468
-17,324
-3% -$668K 0.26% 163
2019
Q3 		$19.6M Buy
518,792
+40,498
+8% +$1.5M 0.28% 160
2019
Q2 		$17.7M Sell
478,294
-9,433
-2% -$354K 0.27% 169
2019
Q1 		$17.7M Buy
487,727
+5,269
+1% +$190K 0.28% 159
2018
Q4 		$15M Sell
482,458
-155,835
-24% -$5.26M 0.3% 146
2018
Q3 		$23.2M Sell
638,293
-2,398
-0.4% -$90.9K 0.37% 122
2018
Q2 		$23.3M Sell
640,691
-7,013
-1% -$251K 0.38% 115
2018
Q1 		$22.8M Buy
647,704
+43,823
+7% +$1.59M 0.39% 113
2017
Q4 		$21M Sell
603,881
-164,723
-21% -$5.94M 0.36% 118
2017
Q3 		$28.6M Sell
768,604
-694
-0.1% -$24.4K 0.48% 92
2017
Q2 		$30.2M Sell
769,298
-19,375
-2% -$769K 0.52% 85
2017
Q1 		$33.3M Buy
788,673
+396,249
+101% +$17.5M 0.63% 65
2016
Q4 		$18.1M Buy
+392,424
New +$16.7M 0.35% 118
2015
Q2 		– Sell
-342,930
Closed -$12.9M – 229
2015
Q1 		$12.9M Buy
342,930
+21,910
+7% +$801K 0.29% 121
2014
Q4 		$12M Buy
321,020
+6,000
+2% +$206K 0.29% 119
2014
Q3 		$9.74M Buy
315,020
+10,555
+3% +$340K 0.26% 124
2014
Q2 		$9.84M Sell
304,465
-394
-0.1% -$12K 0.25% 125
2014
Q1 		$9.34M Buy
+304,859
New +$9.14M 0.25% 127

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

GW&K Investment Management's UBSI Position: Q2 2020 in Review

GW&K Investment Management sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 470 shares — an estimated $11K sold.

GW&K Investment Management first reported a position in UBSI in Q1 2014 and held it in 19 quarters. The position peaked at $33.3M in Q1 2017. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

  • GW&K Investment Management reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
  • GW&K Investment Management sold 470 United Bankshares shares in Q2 2020, an estimated $11K.
  • GW&K Investment Management first reported a position in United Bankshares in Q1 2014 and held it in 19 quarters.
  • GW&K Investment Management's United Bankshares position peaked at $33.3M in Q1 2017.
  • 270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on GW&K Investment Management's 13F filing for Q2 2020, filed 6 Aug 2020.