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Marino Stram & Associates’s United Bankshares UBSI Stock Holding History

Marino Stram & Associates’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
2018
Q2 		– Sell
-500
Closed -$18K – 530
2018
Q1 		$18K Buy
+500
New +$18.1K 0.02% 260

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marino Stram & Associates's UBSI Position: Q2 2018 in Review

Marino Stram & Associates sold out of United Bankshares (UBSI) in Q2 2018, closing a stake of 500 shares — an estimated $18K sold.

Marino Stram & Associates first reported a position in UBSI in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 255 funds tracked by Wall St. Rank hold UBSI as of Q2 2018.

  • Marino Stram & Associates reported no remaining United Bankshares position as of Q2 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 500 United Bankshares shares in Q2 2018, an estimated $18K.
  • Marino Stram & Associates first reported a position in United Bankshares in Q1 2018 and held it in 1 quarter.
  • Marino Stram & Associates's United Bankshares position peaked at $18K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held United Bankshares as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.