Haberer Registered Investment Advisor’s United Bankshares UBSI Stock Holding History

Haberer Registered Investment Advisor’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
2015 Q1	$195K	Hold	5,177	–	–	0.12%	80
2014 Q4	$194K	Sell	5,177 -2,500	-33%	-$85.9K	0.11%	88
2014 Q3	$237K	Hold	7,677	–	–	0.11%	89
2014 Q2	$248K	Hold	7,677	–	–	0.11%	81
2014 Q1	$235K	Hold	7,677	–	–	0.11%	81
2013 Q4	$241K	Sell	7,677 -20,000	-72%	-$612K	0.1%	87
2013 Q3	$802K	Hold	27,677	–	–	0.29%	59
2013 Q2	$732K	Buy	+27,677	New	+$713K	0.2%	69

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

UBWV

United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Haberer Registered Investment Advisor's UBSI Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its United Bankshares (UBSI) position steady in Q1 2015 at 5,177 shares worth $195K. The position accounts for 0.12% of the portfolio, ranked #80.

Haberer Registered Investment Advisor first reported a position in UBSI in Q2 2013 and has held it in 8 quarters since. The position peaked at $802K in Q3 2013. 188 funds tracked by Wall St. Rank hold UBSI as of Q1 2015.

Haberer Registered Investment Advisor held 5,177 shares of United Bankshares worth $195K as of Q1 2015.
Haberer Registered Investment Advisor left its United Bankshares share count unchanged in Q1 2015.
United Bankshares made up 0.12% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #80 holding.
Haberer Registered Investment Advisor first reported a position in United Bankshares in Q2 2013 and has held it in 8 quarters since.
Haberer Registered Investment Advisor's United Bankshares position peaked at $802K in Q3 2013.
188 funds tracked by Wall St. Rank held United Bankshares as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.