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OneDigital Investment Advisors’s United Bankshares UBSI Stock Holding History

OneDigital Investment 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
2017
Q4 		– Sell
-500
Closed -$19K – 1274
2017
Q3 		$19K Sell
500
-200
-29% -$7.04K 0.01% 669
2017
Q2 		$27K Buy
+700
New +$27.8K 0.01% 651

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $853M AUM 34.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's UBSI Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of United Bankshares (UBSI) in Q4 2017, closing a stake of 500 shares — an estimated $19K sold.

OneDigital Investment Advisors first reported a position in UBSI in Q2 2017 and held it in 2 quarters. The position peaked at $27K in Q2 2017. 244 funds tracked by Wall St. Rank hold UBSI as of Q4 2017.

  • OneDigital Investment Advisors reported no remaining United Bankshares position as of Q4 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 500 United Bankshares shares in Q4 2017, an estimated $19K.
  • OneDigital Investment Advisors first reported a position in United Bankshares in Q2 2017 and held it in 2 quarters.
  • OneDigital Investment Advisors's United Bankshares position peaked at $27K in Q2 2017.
  • 244 funds tracked by Wall St. Rank held United Bankshares as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.