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Howe & Rusling’s United Bankshares UBSI Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-217
Closed -$8K – 876
2019
Q4 		$8K Buy
+217
New +$8.37K ﹤0.01% 494
2018
Q2 		– Sell
-475
Closed -$17K – 931
2018
Q1 		$17K Buy
+475
New +$17.2K ﹤0.01% 416
2017
Q2 		– Sell
-53
Closed -$2K – 1027
2017
Q1 		$2K Sell
53
-52
-50% -$2.29K ﹤0.01% 871
2016
Q4 		$5K Hold
105
– – ﹤0.01% 691
2016
Q3 		$4K Hold
105
– – ﹤0.01% 735
2016
Q2 		$4K Hold
105
– – ﹤0.01% 705
2016
Q1 		$4K Hold
105
– – ﹤0.01% 729
2015
Q4 		$4K Buy
+105
New +$4.15K ﹤0.01% 695

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Howe & Rusling's UBSI Position: Q1 2020 in Review

Howe & Rusling sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 217 shares — an estimated $8K sold.

Howe & Rusling first reported a position in UBSI in Q4 2015 and held it in 8 quarters. The position peaked at $17K in Q1 2018. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Howe & Rusling reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Howe & Rusling sold 217 United Bankshares shares in Q1 2020, an estimated $8K.
  • Howe & Rusling first reported a position in United Bankshares in Q4 2015 and held it in 8 quarters.
  • Howe & Rusling's United Bankshares position peaked at $17K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.