McAdam LLC’s United Bankshares UBSI Stock Holding History

McAdam LLC’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 Q4	–	Sell	-254	Closed	-$9K	–	563
2018 Q3	$9K	Hold	254	–	–	﹤0.01%	355
2018 Q2	$9K	Hold	254	–	–	﹤0.01%	339
2018 Q1	$9K	Buy	+254	New	+$9.19K	﹤0.01%	344

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

McAdam LLC's UBSI Position: Q4 2018 in Review

McAdam LLC sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 254 shares — an estimated $9K sold.

McAdam LLC first reported a position in UBSI in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

McAdam LLC reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 254 United Bankshares shares in Q4 2018, an estimated $9K.
McAdam LLC first reported a position in United Bankshares in Q1 2018 and held it in 3 quarters.
McAdam LLC's United Bankshares position peaked at $9K in Q3 2018.
256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.