LTFS
UBSI icon

Ladenburg Thalmann Financial Services’s United Bankshares UBSI Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$461K Buy
11,876
+1,423
+14% +$54.9K ﹤0.01% 1883
2019
Q3 		$396K Sell
10,453
-7,747
-43% -$287K ﹤0.01% 1944
2019
Q2 		$675K Buy
18,200
+4,582
+34% +$172K ﹤0.01% 1512
2019
Q1 		$494K Buy
13,618
+964
+8% +$34.8K ﹤0.01% 1701
2018
Q4 		$393K Sell
12,654
-1,513
-11% -$51.1K ﹤0.01% 1718
2018
Q3 		$512K Sell
14,167
-867
-6% -$32.9K ﹤0.01% 1586
2018
Q2 		$529K Hold
15,034
– – ﹤0.01% 1515
2018
Q1 		$529K Buy
15,034
+59
+0.4% +$2.13K ﹤0.01% 1515
2017
Q4 		$521K Sell
14,975
-530
-3% -$19.1K 0.01% 1518
2017
Q3 		$577K Buy
15,505
+6,808
+78% +$240K 0.01% 1362
2017
Q2 		$340K Buy
8,697
+1,212
+16% +$48.1K ﹤0.01% 1657
2017
Q1 		$317K Buy
7,485
+36
+0.5% +$1.59K ﹤0.01% 1606
2016
Q4 		$343K Sell
7,449
-3,308
-31% -$140K ﹤0.01% 1471
2016
Q3 		$406K Buy
10,757
+5
+0% +$191 0.01% 1315
2016
Q2 		$402K Sell
10,752
-1,456
-12% -$54.9K 0.01% 1262
2016
Q1 		$448K Sell
12,208
-361
-3% -$12.7K 0.01% 1120
2015
Q4 		$465K Buy
12,569
+1,854
+17% +$73.3K 0.01% 1067
2015
Q3 		$404K Sell
10,715
-1,907
-15% -$74.9K 0.01% 1084
2015
Q2 		$508K Sell
12,622
-84
-0.7% -$3.21K 0.01% 1047
2015
Q1 		$478K Buy
12,706
+3,018
+31% +$110K 0.01% 1058
2014
Q4 		$363K Buy
9,688
+8,416
+662% +$289K 0.01% 1085
2014
Q3 		$39K Buy
1,272
+173
+16% +$5.58K ﹤0.01% 2198
2014
Q2 		$36K Buy
1,099
+141
+15% +$4.29K ﹤0.01% 2253
2014
Q1 		$29K Buy
958
+2
+0.2% +$60 ﹤0.01% 2332
2013
Q4 		$30K Buy
956
+75
+9% +$2.29K ﹤0.01% 2273
2013
Q3 		$26K Hold
881
– – ﹤0.01% 2277
2013
Q2 		$23K Buy
+881
New +$22.7K ﹤0.01% 2252

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
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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its United Bankshares (UBSI) stake by 14% in Q4 2019, buying an estimated $54.9K and bringing the position to 11,876 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Ladenburg Thalmann Financial Services first reported a position in UBSI in Q2 2013 and has held it in 27 quarters since. The position peaked at $675K in Q2 2019. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 11,876 shares of United Bankshares worth $461K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,423 United Bankshares shares in Q4 2019, an estimated $54.9K.
  • United Bankshares made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1883 holding.
  • Ladenburg Thalmann Financial Services first reported a position in United Bankshares in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's United Bankshares position peaked at $675K in Q2 2019.
  • 281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

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