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Mosaic Family Wealth’s United Bankshares UBSI Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-125
Closed -$5K – 918
2017
Q3 		$5K Buy
+125
New +$4.4K ﹤0.01% 721

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
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's UBSI Position: Q4 2017 in Review

Mosaic Family Wealth sold out of United Bankshares (UBSI) in Q4 2017, closing a stake of 125 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in UBSI in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 244 funds tracked by Wall St. Rank hold UBSI as of Q4 2017.

  • Mosaic Family Wealth reported no remaining United Bankshares position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 125 United Bankshares shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in United Bankshares in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's United Bankshares position peaked at $5K in Q3 2017.
  • 244 funds tracked by Wall St. Rank held United Bankshares as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.