MSD Partners’s United Bankshares UBSI Stock Holding History

MSD Partners’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 Q1	–	Sell	-16,800	Closed	-$777K	–	37
2016 Q4	$777K	Buy	+16,800	New	+$713K	0.04%	31

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

UBWV

United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MSD Partners's UBSI Position: Q1 2017 in Review

MSD Partners sold out of United Bankshares (UBSI) in Q1 2017, closing a stake of 16,800 shares — an estimated $777K sold.

MSD Partners first reported a position in UBSI in Q4 2016 and held it in 1 quarter. The position peaked at $777K in Q4 2016. 217 funds tracked by Wall St. Rank hold UBSI as of Q1 2017.

MSD Partners reported no remaining United Bankshares position as of Q1 2017 after selling out during the quarter.
MSD Partners sold 16,800 United Bankshares shares in Q1 2017, an estimated $777K.
MSD Partners first reported a position in United Bankshares in Q4 2016 and held it in 1 quarter.
MSD Partners's United Bankshares position peaked at $777K in Q4 2016.
217 funds tracked by Wall St. Rank held United Bankshares as of Q1 2017.

Based on MSD Partners's 13F filing for Q1 2017, filed 15 May 2017.