Loomis, Sayles & Company
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Loomis, Sayles & Company’s United Bankshares UBSI Stock Holding History

Loomis, Sayles & Company’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
2016
Q1 		– Sell
-7,210
Closed -$267K – 1136
2015
Q4 		$267K Hold
7,210
– – ﹤0.01% 663
2015
Q3 		$274K Buy
+7,210
New +$283K ﹤0.01% 682

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company's UBSI Position: Q1 2016 in Review

Loomis, Sayles & Company sold out of United Bankshares (UBSI) in Q1 2016, closing a stake of 7,210 shares — an estimated $267K sold.

Loomis, Sayles & Company first reported a position in UBSI in Q3 2015 and held it in 2 quarters. The position peaked at $274K in Q3 2015. 195 funds tracked by Wall St. Rank hold UBSI as of Q1 2016.

  • Loomis, Sayles & Company reported no remaining United Bankshares position as of Q1 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 7,210 United Bankshares shares in Q1 2016, an estimated $267K.
  • Loomis, Sayles & Company first reported a position in United Bankshares in Q3 2015 and held it in 2 quarters.
  • Loomis, Sayles & Company's United Bankshares position peaked at $274K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held United Bankshares as of Q1 2016.

Based on Loomis, Sayles & Company's 13F filing for Q1 2016, filed 13 May 2016.