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JNBA Financial Advisors’s United Bankshares UBSI Stock Holding History

JNBA Financial Advisors’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
2018
Q4 		– Sell
-489
Closed -$18K – 722
2018
Q3 		$18K Buy
+489
New +$18.5K 0.01% 326

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

JNBA Financial Advisors's UBSI Position: Q4 2018 in Review

JNBA Financial Advisors sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 489 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in UBSI in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • JNBA Financial Advisors reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 489 United Bankshares shares in Q4 2018, an estimated $18K.
  • JNBA Financial Advisors first reported a position in United Bankshares in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's United Bankshares position peaked at $18K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.