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Independent Portfolio Consultants’s United Bankshares UBSI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.4M Buy
35,754
+18,109
+103% +$719K 0.58% 27
2017
Q1 		$746K Buy
17,645
+855
+5% +$37.7K 0.26% 133
2016
Q4 		$777K Sell
16,790
-575
-3% -$24.4K 0.26% 138
2016
Q3 		$654K Sell
17,365
-360
-2% -$13.8K 0.21% 178
2016
Q2 		$665K Buy
17,725
+6,485
+58% +$245K 0.21% 164
2016
Q1 		$413K Sell
11,240
-25
-0.2% -$877 0.12% 239
2015
Q4 		$417K Sell
11,265
-4,720
-30% -$187K 0.12% 228
2015
Q3 		$607K Buy
15,985
+1,090
+7% +$42.8K 0.13% 217
2015
Q2 		$599K Buy
14,895
+2,485
+20% +$95K 0.12% 230
2015
Q1 		$466K Sell
12,410
-5,490
-31% -$201K 0.1% 249
2014
Q4 		$670K Buy
17,900
+9,710
+119% +$334K 0.13% 210
2014
Q3 		$253K Buy
8,190
+325
+4% +$10.5K 0.07% 430
2014
Q2 		$254K Buy
7,865
+965
+14% +$29.4K 0.07% 408
2014
Q1 		$211K Sell
6,900
-2,850
-29% -$85.5K 0.07% 432
2013
Q4 		$307K Sell
9,750
-1,645
-14% -$50.3K 0.11% 367
2013
Q3 		$330K Buy
11,395
+215
+2% +$6.11K 0.13% 338
2013
Q2 		$296K Buy
+11,180
New +$288K 0.13% 331

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Portfolio Consultants's UBSI Position: Q2 2017 in Review

Independent Portfolio Consultants increased its United Bankshares (UBSI) stake by 103% in Q2 2017, buying an estimated $719K and bringing the position to 35,754 shares worth $1.4M. The position accounts for 0.58% of the portfolio, ranked #27.

Independent Portfolio Consultants first reported a position in UBSI in Q2 2013 and has held it in 17 quarters since. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

  • Independent Portfolio Consultants held 35,754 shares of United Bankshares worth $1.4M as of Q2 2017.
  • Independent Portfolio Consultants bought 18,109 United Bankshares shares in Q2 2017, an estimated $719K.
  • United Bankshares made up 0.58% of Independent Portfolio Consultants's portfolio in Q2 2017, its #27 holding.
  • Independent Portfolio Consultants first reported a position in United Bankshares in Q2 2013 and has held it in 17 quarters since.
  • 238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.