Heartland Advisors’s United Bankshares UBSI Stock Holding History

Heartland Advisors’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
2019 Q3	–	Sell	-100,000	Closed	-$3.71M	–	205
2019 Q2	$3.71M	Sell	100,000 -337,055	-77%	-$12.7M	0.27%	137
2019 Q1	$15.8M	Sell	437,055 -7,970	-2%	-$287K	1.17%	11
2018 Q4	$13.8M	Sell	445,025 -370	-0.1%	-$12.5K	1.14%	11
2018 Q3	$16.2M	Sell	445,395 -247,396	-36%	-$9.38M	1.08%	13
2018 Q2	$25.2M	Buy	692,791 +102,264	+17%	+$3.66M	1.66%	2
2018 Q1	$20.8M	Buy	590,527 +26,241	+5%	+$950K	1.4%	4
2017 Q4	$19.6M	Buy	564,286 +238,101	+73%	+$8.59M	1.26%	8
2017 Q3	$12.1M	Buy	+326,185	New	+$11.5M	0.78%	39

Other funds holding UBSI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

Norges Bank Oslo, Norway $935B AUM

Heartland Advisors's UBSI Position: Q3 2019 in Review

Heartland Advisors sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 100,000 shares — an estimated $3.71M sold.

Heartland Advisors first reported a position in UBSI in Q3 2017 and held it in 8 quarters. The position peaked at $25.2M in Q2 2018. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

Heartland Advisors reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
Heartland Advisors sold 100,000 United Bankshares shares in Q3 2019, an estimated $3.71M.
Heartland Advisors first reported a position in United Bankshares in Q3 2017 and held it in 8 quarters.
Heartland Advisors's United Bankshares position peaked at $25.2M in Q2 2018.
265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Heartland Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.