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JP Morgan Private Wealth Advisors’s United Bankshares UBSI Stock Holding History

JP Morgan Private Wealth 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
Q1 		– Sell
-9,159
Closed -$318K – 1383
2017
Q4 		$318K Sell
9,159
-47
-0.5% -$1.7K ﹤0.01% 1036
2017
Q3 		$342K Buy
9,206
+47
+0.5% +$1.65K ﹤0.01% 981
2017
Q2 		$359K Buy
+9,159
New +$364K ﹤0.01% 948

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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UBSI Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of United Bankshares (UBSI) in Q1 2018, closing a stake of 9,159 shares — an estimated $318K sold.

JP Morgan Private Wealth Advisors first reported a position in UBSI in Q2 2017 and held it in 3 quarters. The position peaked at $359K in Q2 2017. 253 funds tracked by Wall St. Rank hold UBSI as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining United Bankshares position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,159 United Bankshares shares in Q1 2018, an estimated $318K.
  • JP Morgan Private Wealth Advisors first reported a position in United Bankshares in Q2 2017 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's United Bankshares position peaked at $359K in Q2 2017.
  • 253 funds tracked by Wall St. Rank held United Bankshares as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.