Miles Capital’s United Bankshares UBSI Stock Holding History

Miles Capital’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	-4,739	Closed	-$200K	–	231
2017 Q1	$200K	Buy	4,739 +8	+0.2%	+$352	0.11%	195
2016 Q4	$219K	Buy	+4,731	New	+$201K	0.13%	151

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Miles Capital's UBSI Position: Q2 2017 in Review

Miles Capital sold out of United Bankshares (UBSI) in Q2 2017, closing a stake of 4,739 shares — an estimated $200K sold.

Miles Capital first reported a position in UBSI in Q4 2016 and held it in 2 quarters. The position peaked at $219K in Q4 2016. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

Miles Capital reported no remaining United Bankshares position as of Q2 2017 after selling out during the quarter.
Miles Capital sold 4,739 United Bankshares shares in Q2 2017, an estimated $200K.
Miles Capital first reported a position in United Bankshares in Q4 2016 and held it in 2 quarters.
Miles Capital's United Bankshares position peaked at $219K in Q4 2016.
238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on Miles Capital's 13F filing for Q2 2017, filed 14 Aug 2017.