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Index Management Solutions’s United Bankshares UBSI Stock Holding History

Index Management Solutions’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
2014
Q3 		– Sell
-7,719
Closed -$250K – 1134
2014
Q2 		$250K Buy
7,719
+5,367
+228% +$163K 0.03% 516
2014
Q1 		$72K Buy
+2,352
New +$70.6K 0.01% 595

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Index Management Solutions's UBSI Position: Q3 2014 in Review

Index Management Solutions sold out of United Bankshares (UBSI) in Q3 2014, closing a stake of 7,719 shares — an estimated $250K sold.

Index Management Solutions first reported a position in UBSI in Q1 2014 and held it in 2 quarters. The position peaked at $250K in Q2 2014. 167 funds tracked by Wall St. Rank hold UBSI as of Q3 2014.

  • Index Management Solutions reported no remaining United Bankshares position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 7,719 United Bankshares shares in Q3 2014, an estimated $250K.
  • Index Management Solutions first reported a position in United Bankshares in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's United Bankshares position peaked at $250K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held United Bankshares as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.