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Jefferies Group’s United Bankshares UBSI Stock Holding History

Jefferies Group’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
Q3 		– Sell
-6,578
Closed -$244K – 3072
2019
Q2 		$244K Buy
+6,578
New +$247K ﹤0.01% 2035
2018
Q2 		– Sell
-37,200
Closed -$1.31M – 2686
2018
Q1 		$1.31M Buy
+37,200
New +$1.35M 0.01% 1068
2017
Q4 		– Sell
-59,111
Closed -$2.2M – 2826
2017
Q3 		$2.2M Buy
59,111
+15,744
+36% +$554K 0.01% 896
2017
Q2 		$1.7M Sell
43,367
-5,390
-11% -$214K 0.01% 1018
2017
Q1 		$2.06M Buy
48,757
+34,109
+233% +$1.5M 0.02% 899
2016
Q4 		$677K Sell
14,648
-23,528
-62% -$999K ﹤0.01% 1468
2016
Q3 		$1.44M Buy
+38,176
New +$1.46M 0.01% 1092
2016
Q1 		– Sell
-16,897
Closed -$625K – 2572
2015
Q4 		$625K Buy
16,897
+4,834
+40% +$191K ﹤0.01% 1401
2015
Q3 		$458K Buy
+12,063
New +$473K ﹤0.01% 1547

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jefferies Group's UBSI Position: Q3 2019 in Review

Jefferies Group sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 6,578 shares — an estimated $244K sold.

Jefferies Group first reported a position in UBSI in Q3 2015 and held it in 9 quarters. The position peaked at $2.2M in Q3 2017. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

  • Jefferies Group reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
  • Jefferies Group sold 6,578 United Bankshares shares in Q3 2019, an estimated $244K.
  • Jefferies Group first reported a position in United Bankshares in Q3 2015 and held it in 9 quarters.
  • Jefferies Group's United Bankshares position peaked at $2.2M in Q3 2017.
  • 265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.