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IHT Wealth Management’s United Bankshares UBSI Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-845
Closed -$29K – 1303
2018
Q1 		$29K Buy
845
+4
+0.5% +$145 0.01% 854
2017
Q4 		$29K Buy
841
+479
+132% +$17.3K 0.01% 874
2017
Q3 		$13K Buy
362
+3
+0.8% +$106 0.01% 898
2017
Q2 		$1 Buy
359
+3
+0.8% +$119 ﹤0.01% 1367
2017
Q1 		$14K Buy
356
+3
+0.8% +$132 0.01% 749
2016
Q4 		$16K Buy
+353
New +$15K 0.01% 702

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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's UBSI Position: Q2 2018 in Review

IHT Wealth Management sold out of United Bankshares (UBSI) in Q2 2018, closing a stake of 845 shares — an estimated $29K sold.

IHT Wealth Management first reported a position in UBSI in Q4 2016 and held it in 6 quarters. The position peaked at $29K in Q1 2018. 255 funds tracked by Wall St. Rank hold UBSI as of Q2 2018.

  • IHT Wealth Management reported no remaining United Bankshares position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 845 United Bankshares shares in Q2 2018, an estimated $29K.
  • IHT Wealth Management first reported a position in United Bankshares in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's United Bankshares position peaked at $29K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held United Bankshares as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.