Jamison Eaton & Wood’s United Bankshares UBSI Stock Holding History

Jamison Eaton & Wood’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
2015 Q1	$243K	Hold	6,469	–	–	0.07%	103
2014 Q4	$242K	Sell	6,469 -5,500	-46%	-$189K	0.07%	106
2014 Q3	$370K	Hold	11,969	–	–	0.1%	93
2014 Q2	$387K	Hold	11,969	–	–	0.11%	95
2014 Q1	$366K	Sell	11,969 -700	-6%	-$21K	0.1%	93
2013 Q4	$398K	Hold	12,669	–	–	0.1%	96
2013 Q3	$367K	Hold	12,669	–	–	0.1%	96
2013 Q2	$335K	Buy	+12,669	New	+$327K	0.1%	95

Other funds holding UBSI

BFA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BIT

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jamison Eaton & Wood's UBSI Position: Q1 2015 in Review

Jamison Eaton & Wood held its United Bankshares (UBSI) position steady in Q1 2015 at 6,469 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #103.

Jamison Eaton & Wood first reported a position in UBSI in Q2 2013 and has held it in 8 quarters since. The position peaked at $398K in Q4 2013. 189 funds tracked by Wall St. Rank hold UBSI as of Q1 2015.

Jamison Eaton & Wood held 6,469 shares of United Bankshares worth $243K as of Q1 2015.
Jamison Eaton & Wood left its United Bankshares share count unchanged in Q1 2015.
United Bankshares made up 0.07% of Jamison Eaton & Wood's portfolio in Q1 2015, its #103 holding.
Jamison Eaton & Wood first reported a position in United Bankshares in Q2 2013 and has held it in 8 quarters since.
Jamison Eaton & Wood's United Bankshares position peaked at $398K in Q4 2013.
189 funds tracked by Wall St. Rank held United Bankshares as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.