MSI Financial Services’s United Bankshares UBSI Stock Holding History

MSI Financial Services’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
2016 Q4	$132K	Hold	2,852	–	–	﹤0.01%	1307
2016 Q3	$107K	Sell	2,852 -10	-0.3%	-$383	﹤0.01%	1375
2016 Q2	$107K	Buy	2,862 +2,719	+1,901%	+$103K	﹤0.01%	1373
2016 Q1	$5K	Sell	143 -1,408	-91%	-$49.4K	﹤0.01%	3181
2015 Q4	$57K	Buy	1,551 +1,491	+2,485%	+$59K	﹤0.01%	1644
2015 Q3	$2K	Hold	60	–	–	﹤0.01%	2799
2015 Q2	$2K	Hold	60	–	–	﹤0.01%	2794
2015 Q1	$2K	Sell	60 -69	-53%	-$2.52K	﹤0.01%	2772
2014 Q4	$5K	Hold	129	–	–	﹤0.01%	2137
2014 Q3	$4K	Hold	129	–	–	﹤0.01%	2210
2014 Q2	$4K	Buy	129 +10	+8%	+$304	﹤0.01%	2167
2014 Q1	$4K	Hold	119	–	–	﹤0.01%	2097
2013 Q4	$4K	Sell	119 -50	-30%	-$1.53K	﹤0.01%	2070
2013 Q3	$5K	Hold	169	–	–	﹤0.01%	1713
2013 Q2	$4K	Buy	+169	New	+$4.36K	﹤0.01%	1922

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

MSI Financial Services's UBSI Position: Q4 2016 in Review

MSI Financial Services held its United Bankshares (UBSI) position steady in Q4 2016 at 2,852 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

MSI Financial Services first reported a position in UBSI in Q2 2013 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold UBSI as of Q4 2016.

MSI Financial Services held 2,852 shares of United Bankshares worth $132K as of Q4 2016.
MSI Financial Services left its United Bankshares share count unchanged in Q4 2016.
United Bankshares made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1307 holding.
MSI Financial Services first reported a position in United Bankshares in Q2 2013 and has held it in 15 quarters since.
235 funds tracked by Wall St. Rank held United Bankshares as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.