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OFI Advisors’s United Bankshares UBSI Stock Holding History

OFI Advisors’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
Q3 		$239K Sell
6,280
-232
-4% -$9.11K 0.02% 1116
2015
Q2 		$262K Buy
6,512
+200
+3% +$7.64K 0.02% 1108
2015
Q1 		$237K Buy
6,312
+146
+2% +$5.33K 0.01% 1160
2014
Q4 		$231K Buy
6,166
+219
+4% +$7.53K 0.01% 1125
2014
Q3 		$184K Buy
5,947
+184
+3% +$5.93K 0.01% 1199
2014
Q2 		$186K Buy
5,763
+492
+9% +$15K 0.01% 1198
2014
Q1 		$161K Buy
5,271
+331
+7% +$9.93K 0.01% 1216
2013
Q4 		$155K Buy
4,940
+522
+12% +$16K 0.01% 1211
2013
Q3 		$128K Buy
4,418
+405
+10% +$11.5K 0.01% 1216
2013
Q2 		$106K Buy
+4,013
New +$103K 0.01% 1236

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

OFI Advisors's UBSI Position: Q3 2015 in Review

OFI Advisors reduced its United Bankshares (UBSI) stake by 3.6% in Q3 2015, selling an estimated $9.11K and leaving 6,280 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #1116.

OFI Advisors first reported a position in UBSI in Q2 2013 and has held it in 10 quarters since. The position peaked at $262K in Q2 2015. 194 funds tracked by Wall St. Rank hold UBSI as of Q3 2015.

  • OFI Advisors held 6,280 shares of United Bankshares worth $239K as of Q3 2015.
  • OFI Advisors sold 232 United Bankshares shares in Q3 2015, an estimated $9.11K.
  • United Bankshares made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #1116 holding.
  • OFI Advisors first reported a position in United Bankshares in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's United Bankshares position peaked at $262K in Q2 2015.
  • 194 funds tracked by Wall St. Rank held United Bankshares as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.