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HL Financial Services’s United Bankshares UBSI Stock Holding History

HL Financial Services’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
2018
Q3 		– Sell
-6,407
Closed -$233K – 765
2018
Q2 		$233K Sell
6,407
-11,380
-64% -$407K ﹤0.01% 644
2018
Q1 		$627K Sell
17,787
-1,978
-10% -$71.6K 0.01% 459
2017
Q4 		$687K Sell
19,765
-4,095
-17% -$148K 0.01% 370
2017
Q3 		$886K Buy
23,860
+910
+4% +$32K 0.02% 378
2017
Q2 		$900K Hold
22,950
– – 0.02% 370
2017
Q1 		$970K Buy
22,950
+2,407
+12% +$106K 0.02% 347
2016
Q4 		$950K Buy
20,543
+1,260
+7% +$53.5K 0.02% 327
2016
Q3 		$726K Buy
19,283
+1,708
+10% +$65.4K 0.02% 364
2016
Q2 		$659K Buy
17,575
+4,750
+37% +$179K 0.02% 394
2016
Q1 		$471K Buy
12,825
+250
+2% +$8.78K 0.01% 442
2015
Q4 		$465K Buy
+12,575
New +$497K 0.01% 461

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

HL Financial Services's UBSI Position: Q3 2018 in Review

HL Financial Services sold out of United Bankshares (UBSI) in Q3 2018, closing a stake of 6,407 shares — an estimated $233K sold.

HL Financial Services first reported a position in UBSI in Q4 2015 and held it in 11 quarters. The position peaked at $970K in Q1 2017. 258 funds tracked by Wall St. Rank hold UBSI as of Q3 2018.

  • HL Financial Services reported no remaining United Bankshares position as of Q3 2018 after selling out during the quarter.
  • HL Financial Services sold 6,407 United Bankshares shares in Q3 2018, an estimated $233K.
  • HL Financial Services first reported a position in United Bankshares in Q4 2015 and held it in 11 quarters.
  • HL Financial Services's United Bankshares position peaked at $970K in Q1 2017.
  • 258 funds tracked by Wall St. Rank held United Bankshares as of Q3 2018.

Based on HL Financial Services's 13F filing for Q3 2018, filed 2 Nov 2018.