Ladenburg Thalmann Financial Services’s United Bancorp UBCP Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio UBCP Stock Details UBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1M	Buy	69,925 +3,498	+5%	+$43.6K	0.01%	1283
2019 Q3	$741K	Sell	66,427 -337	-0.5%	-$3.82K	0.01%	1455
2019 Q2	$752K	Buy	66,764 +644	+1%	+$7.25K	0.01%	1429
2019 Q1	$717K	Buy	66,120 +694	+1%	+$7.67K	0.01%	1420
2018 Q4	$748K	Buy	65,426 +7,528	+13%	+$94.2K	0.01%	1239
2018 Q3	$761K	Buy	57,898 +36	+0.1%	+$479	0.01%	1301
2018 Q2	$749K	Hold	57,862	–	–	0.01%	1248
2018 Q1	$749K	Buy	57,862 +19	+0%	+$242	0.01%	1248
2017 Q4	$766K	Buy	57,843 +22	+0%	+$279	0.01%	1247
2017 Q3	$694K	Buy	57,821 +18	+0%	+$213	0.01%	1240
2017 Q2	$705K	Buy	+57,803	New	+$686K	0.01%	1164

Other funds holding UBCP

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UBCP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its United Bancorp (UBCP) stake by 5.3% in Q4 2019, buying an estimated $43.6K and bringing the position to 69,925 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1283.

Ladenburg Thalmann Financial Services first reported a position in UBCP in Q2 2017 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold UBCP as of Q4 2019.

Ladenburg Thalmann Financial Services held 69,925 shares of United Bancorp worth $1M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,498 United Bancorp shares in Q4 2019, an estimated $43.6K.
United Bancorp made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1283 holding.
Ladenburg Thalmann Financial Services first reported a position in United Bancorp in Q2 2017 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held United Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.