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Mount Yale Investment Advisors’s United Bankshares UBSI Stock Holding History

Mount Yale Investment Advisors’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
-4,500
Closed -$157K – 759
2018
Q3 		$157K Hold
4,500
– – 0.03% 325
2018
Q2 		$164K Hold
4,500
– – 0.03% 332
2018
Q1 		$159K Buy
+4,500
New +$163K 0.03% 325

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
Geode Capital Management
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

Mount Yale Investment Advisors's UBSI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 4,500 shares — an estimated $157K sold.

Mount Yale Investment Advisors first reported a position in UBSI in Q1 2018 and held it in 3 quarters. The position peaked at $164K in Q2 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,500 United Bankshares shares in Q4 2018, an estimated $157K.
  • Mount Yale Investment Advisors first reported a position in United Bankshares in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's United Bankshares position peaked at $164K in Q2 2018.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.