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Legacy Financial Advisors’s United Bankshares UBSI Stock Holding History

Legacy 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
2019
Q2 		– Sell
-23
Closed -$1K – 857
2019
Q1 		$1K Hold
23
– – ﹤0.01% 1023
2018
Q4 		$1K Buy
+23
New +$776 ﹤0.01% 945

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Legacy Financial Advisors's UBSI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of United Bankshares (UBSI) in Q2 2019, closing a stake of 23 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in UBSI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 271 funds tracked by Wall St. Rank hold UBSI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining United Bankshares position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 23 United Bankshares shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in United Bankshares in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's United Bankshares position peaked at $1K in Q1 2019.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.