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Measured Wealth Private Client Group’s Atlantic Union Bankshares AUB Stock Holding History

Measured Wealth Private Client Group’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7
Closed – – 144
2018
Q3 		$0 Buy
+7
New +$285 ﹤0.01% 830

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's AUB Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Atlantic Union Bankshares (AUB) in Q4 2018, closing a stake of 7 shares.

Measured Wealth Private Client Group first reported a position in AUB in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 197 funds tracked by Wall St. Rank hold AUB as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Atlantic Union Bankshares position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7 Atlantic Union Bankshares shares in Q4 2018.
  • Measured Wealth Private Client Group first reported a position in Atlantic Union Bankshares in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Atlantic Union Bankshares position peaked at $0 in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.