NFH
UBSI icon

NEXT Financial Holdings’s United Bankshares UBSI Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$361K Buy
+9,881
New +$356K 0.09% 207

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEXT Financial Holdings's UBSI Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in United Bankshares (UBSI) in Q1 2019: 9,881 shares worth $361K. The stake represents 0.09% of the portfolio and ranks #207 among its holdings.

266 funds tracked by Wall St. Rank hold UBSI as of Q1 2019.

  • NEXT Financial Holdings held 9,881 shares of United Bankshares worth $361K as of Q1 2019.
  • United Bankshares was a new NEXT Financial Holdings position in Q1 2019.
  • United Bankshares made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #207 holding.
  • 266 funds tracked by Wall St. Rank held United Bankshares as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.