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MV Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

MV Capital Management’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-60
Closed -$1K – 429
2014
Q4 		$1K Buy
+60
New +$1.39K ﹤0.01% 512

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KAM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MV Capital Management's AUB Position: Q1 2015 in Review

MV Capital Management sold out of Atlantic Union Bankshares (AUB) in Q1 2015, closing a stake of 60 shares — an estimated $1K sold.

MV Capital Management first reported a position in AUB in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 119 funds tracked by Wall St. Rank hold AUB as of Q1 2015.

  • MV Capital Management reported no remaining Atlantic Union Bankshares position as of Q1 2015 after selling out during the quarter.
  • MV Capital Management sold 60 Atlantic Union Bankshares shares in Q1 2015, an estimated $1K.
  • MV Capital Management first reported a position in Atlantic Union Bankshares in Q4 2014 and held it in 1 quarter.
  • MV Capital Management's Atlantic Union Bankshares position peaked at $1K in Q4 2014.
  • 119 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2015.

Based on MV Capital Management's 13F filing for Q1 2015, filed 13 May 2015.