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Israel Discount Bank of New York’s United Bankshares UBSI Stock Holding History

Israel Discount Bank of New York’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
2019
Q2 		– Sell
-560
Closed -$20K – 343
2019
Q1 		$20K Hold
560
– – 0.01% 337
2018
Q4 		$17K Buy
560
+15
+3% +$506 0.01% 346
2018
Q3 		$20K Sell
545
-515
-49% -$19.5K 0.01% 351
2018
Q2 		$39K Hold
1,060
– – 0.03% 320
2018
Q1 		$37K Hold
1,060
– – 0.02% 321
2017
Q4 		$37K Sell
1,060
-35
-3% -$1.26K 0.03% 334
2017
Q3 		$41K Hold
1,095
– – 0.03% 302
2017
Q2 		$43K Buy
1,095
+20
+2% +$794 0.03% 286
2017
Q1 		$45K Buy
+1,075
New +$47.4K 0.04% 269

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return

Israel Discount Bank of New York's UBSI Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of United Bankshares (UBSI) in Q2 2019, closing a stake of 560 shares — an estimated $20K sold.

Israel Discount Bank of New York first reported a position in UBSI in Q1 2017 and held it in 9 quarters. The position peaked at $45K in Q1 2017. 271 funds tracked by Wall St. Rank hold UBSI as of Q2 2019.

  • Israel Discount Bank of New York reported no remaining United Bankshares position as of Q2 2019 after selling out during the quarter.
  • Israel Discount Bank of New York sold 560 United Bankshares shares in Q2 2019, an estimated $20K.
  • Israel Discount Bank of New York first reported a position in United Bankshares in Q1 2017 and held it in 9 quarters.
  • Israel Discount Bank of New York's United Bankshares position peaked at $45K in Q1 2017.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.