Hoxton Financial’s United Bankshares UBSI Stock Holding History

Hoxton Financial’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
2016 Q1	$226K	Buy	6,168 +36	+0.6%	+$1.26K	0.12%	73
2015 Q4	$227K	Buy	6,132 +35	+0.6%	+$1.38K	0.11%	66
2015 Q3	$232K	Buy	6,097 +155	+3%	+$6.08K	0.11%	69
2015 Q2	$239K	Buy	5,942 +961	+19%	+$36.7K	0.1%	69
2015 Q1	$187K	Buy	4,981 +34	+0.7%	+$1.24K	0.08%	81
2014 Q4	$185K	Buy	4,947 +40	+0.8%	+$1.38K	0.08%	82
2014 Q3	$152K	Buy	4,907 +179	+4%	+$5.77K	0.07%	86
2014 Q2	$153K	Buy	4,728 +40	+0.9%	+$1.22K	0.07%	82
2014 Q1	$144K	Buy	4,688 +38	+0.8%	+$1.14K	0.06%	86
2013 Q4	$146K	Buy	+4,650	New	+$142K	0.06%	102
2013 Q3	–	Sell	-3,698	Closed	-$98K	–	590
2013 Q2	$98K	Buy	+3,698	New	+$95.3K	0.06%	119

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BIT

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBWV

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hoxton Financial's UBSI Position: Q1 2016 in Review

Hoxton Financial increased its United Bankshares (UBSI) stake by 0.59% in Q1 2016, buying an estimated $1.26K and bringing the position to 6,168 shares worth $226K. The position accounts for 0.12% of the portfolio, ranked #73.

Hoxton Financial first reported a position in UBSI in Q2 2013 and has held it in 11 quarters since. The position peaked at $239K in Q2 2015. 196 funds tracked by Wall St. Rank hold UBSI as of Q1 2016.

Hoxton Financial held 6,168 shares of United Bankshares worth $226K as of Q1 2016.
Hoxton Financial bought 36 United Bankshares shares in Q1 2016, an estimated $1.26K.
United Bankshares made up 0.12% of Hoxton Financial's portfolio in Q1 2016, its #73 holding.
Hoxton Financial first reported a position in United Bankshares in Q2 2013 and has held it in 11 quarters since.
Hoxton Financial's United Bankshares position peaked at $239K in Q2 2015.
196 funds tracked by Wall St. Rank held United Bankshares as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.