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New England Securities’s United Bankshares UBSI Stock Holding History

New England Securities’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
2014
Q1 		– Sell
-52
Closed -$2K – 1821
2013
Q4 		$2K Hold
52
– – ﹤0.01% 1474
2013
Q3 		$2K Buy
+52
New +$1.48K ﹤0.01% 1459

Other funds holding UBSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
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
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

New England Securities's UBSI Position: Q1 2014 in Review

New England Securities sold out of United Bankshares (UBSI) in Q1 2014, closing a stake of 52 shares — an estimated $2K sold.

New England Securities first reported a position in UBSI in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 171 funds tracked by Wall St. Rank hold UBSI as of Q1 2014.

  • New England Securities reported no remaining United Bankshares position as of Q1 2014 after selling out during the quarter.
  • New England Securities sold 52 United Bankshares shares in Q1 2014, an estimated $2K.
  • New England Securities first reported a position in United Bankshares in Q3 2013 and held it in 2 quarters.
  • New England Securities's United Bankshares position peaked at $2K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held United Bankshares as of Q1 2014.

Based on New England Securities's 13F filing for Q1 2014, filed 30 Apr 2014.