JA
UBSI icon

JOYN Advisors’s United Bankshares UBSI Stock Holding History

JOYN 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
2019
Q1 		– Sell
-390
Closed -$12K – 1322
2018
Q4 		$12K Buy
390
+9
+2% +$304 ﹤0.01% 900
2018
Q3 		$14K Buy
381
+41
+12% +$1.55K ﹤0.01% 823
2018
Q2 		$12K Buy
340
+301
+772% +$10.8K ﹤0.01% 847
2018
Q1 		$1K Buy
+39
New +$1.41K ﹤0.01% 1234

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
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
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's UBSI Position: Q1 2019 in Review

JOYN Advisors sold out of United Bankshares (UBSI) in Q1 2019, closing a stake of 390 shares — an estimated $12K sold.

JOYN Advisors first reported a position in UBSI in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 266 funds tracked by Wall St. Rank hold UBSI as of Q1 2019.

  • JOYN Advisors reported no remaining United Bankshares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 390 United Bankshares shares in Q1 2019, an estimated $12K.
  • JOYN Advisors first reported a position in United Bankshares in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's United Bankshares position peaked at $14K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held United Bankshares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.