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Howe & Rusling’s United Bancorp UBCP Stock Holding History

Howe & Rusling’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,500
Closed -$33K – 895
2018
Q3 		$33K Hold
2,500
– – 0.01% 323
2018
Q2 		$34K Sell
2,500
-437
-15% -$5.71K 0.01% 296
2018
Q1 		$38K Buy
+2,937
New +$37.3K 0.01% 304

Other funds holding UBCP

WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Howe & Rusling's UBCP Position: Q4 2018 in Review

Howe & Rusling sold out of United Bancorp (UBCP) in Q4 2018, closing a stake of 2,500 shares — an estimated $33K sold.

Howe & Rusling first reported a position in UBCP in Q1 2018 and held it in 3 quarters. The position peaked at $38K in Q1 2018. 21 funds tracked by Wall St. Rank hold UBCP as of Q4 2018.

  • Howe & Rusling reported no remaining United Bancorp position as of Q4 2018 after selling out during the quarter.
  • Howe & Rusling sold 2,500 United Bancorp shares in Q4 2018, an estimated $33K.
  • Howe & Rusling first reported a position in United Bancorp in Q1 2018 and held it in 3 quarters.
  • Howe & Rusling's United Bancorp position peaked at $38K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held United Bancorp as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.