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LVW Advisors’s United Bankshares UBSI Stock Holding History

LVW 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
2017
Q2 		– Sell
-5,026
Closed -$212K – 120
2017
Q1 		$212K Hold
5,026
– – 0.08% 118
2016
Q4 		$232K Sell
5,026
-1,075
-18% -$45.6K 0.08% 133
2016
Q3 		$230K Hold
6,101
– – 0.08% 128
2016
Q2 		$229K Hold
6,101
– – 0.09% 119
2016
Q1 		$224K Hold
6,101
– – 0.07% 138
2015
Q4 		$226K Hold
6,101
– – 0.09% 132
2015
Q3 		$232K Hold
6,101
– – 0.11% 122
2015
Q2 		$245K Hold
6,101
– – 0.1% 123
2015
Q1 		$229K Sell
6,101
-350
-5% -$12.8K 0.11% 131
2014
Q4 		$242K Buy
+6,451
New +$222K 0.13% 133

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LVW Advisors's UBSI Position: Q2 2017 in Review

LVW Advisors sold out of United Bankshares (UBSI) in Q2 2017, closing a stake of 5,026 shares — an estimated $212K sold.

LVW Advisors first reported a position in UBSI in Q4 2014 and held it in 10 quarters. The position peaked at $245K in Q2 2015. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

  • LVW Advisors reported no remaining United Bankshares position as of Q2 2017 after selling out during the quarter.
  • LVW Advisors sold 5,026 United Bankshares shares in Q2 2017, an estimated $212K.
  • LVW Advisors first reported a position in United Bankshares in Q4 2014 and held it in 10 quarters.
  • LVW Advisors's United Bankshares position peaked at $245K in Q2 2015.
  • 238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on LVW Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.