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National Planning Corporation’s United Bankshares UBSI Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,400
Closed -$49.7K – 1966
2014
Q4 		$49.7K Buy
+1,400
New +$48.1K ﹤0.01% 1259

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

National Planning Corporation's UBSI Position: Q1 2015 in Review

National Planning Corporation sold out of United Bankshares (UBSI) in Q1 2015, closing a stake of 1,400 shares — an estimated $49.7K sold.

National Planning Corporation first reported a position in UBSI in Q4 2014 and held it in 1 quarter. The position peaked at $49.7K in Q4 2014. 188 funds tracked by Wall St. Rank hold UBSI as of Q1 2015.

  • National Planning Corporation reported no remaining United Bankshares position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,400 United Bankshares shares in Q1 2015, an estimated $49.7K.
  • National Planning Corporation first reported a position in United Bankshares in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's United Bankshares position peaked at $49.7K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held United Bankshares as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.