LSV Asset Management
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LSV Asset Management’s United Bankshares UBSI Stock Holding History

LSV Asset Management’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
2014
Q3 		– Sell
-11,557
Closed -$373K – 919
2014
Q2 		$373K Sell
11,557
-4,843
-30% -$147K ﹤0.01% 764
2014
Q1 		$502K Buy
+16,400
New +$492K ﹤0.01% 708

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $609B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LSV Asset Management's UBSI Position: Q3 2014 in Review

LSV Asset Management sold out of United Bankshares (UBSI) in Q3 2014, closing a stake of 11,557 shares — an estimated $373K sold.

LSV Asset Management first reported a position in UBSI in Q1 2014 and held it in 2 quarters. The position peaked at $502K in Q1 2014. 168 funds tracked by Wall St. Rank hold UBSI as of Q3 2014.

  • LSV Asset Management reported no remaining United Bankshares position as of Q3 2014 after selling out during the quarter.
  • LSV Asset Management sold 11,557 United Bankshares shares in Q3 2014, an estimated $373K.
  • LSV Asset Management first reported a position in United Bankshares in Q1 2014 and held it in 2 quarters.
  • LSV Asset Management's United Bankshares position peaked at $502K in Q1 2014.
  • 168 funds tracked by Wall St. Rank held United Bankshares as of Q3 2014.

Based on LSV Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.