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McKinley Carter Wealth Services’s United Bancorp UBCP Stock Holding History

McKinley Carter Wealth Services’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-935
Closed -$12K – 363
2018
Q1 		$12K Buy
+935
New +$11.9K ﹤0.01% 369

Other funds holding UBCP

WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

McKinley Carter Wealth Services's UBCP Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of United Bancorp (UBCP) in Q2 2018, closing a stake of 935 shares — an estimated $12K sold.

McKinley Carter Wealth Services first reported a position in UBCP in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 19 funds tracked by Wall St. Rank hold UBCP as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining United Bancorp position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 935 United Bancorp shares in Q2 2018, an estimated $12K.
  • McKinley Carter Wealth Services first reported a position in United Bancorp in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's United Bancorp position peaked at $12K in Q1 2018.
  • 19 funds tracked by Wall St. Rank held United Bancorp as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.