Opus Capital Group’s United Bankshares UBSI Stock Holding History

Opus Capital Group’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	-6,150	Closed	-$228K	–	256
2017 Q3	$228K	Sell	6,150 -1,300	-17%	-$45.8K	0.05%	205
2017 Q2	$292K	Hold	7,450	–	–	0.06%	159
2017 Q1	$315K	Sell	7,450 -500	-6%	-$22K	0.04%	207
2016 Q4	$368K	Sell	7,950 -2,400	-23%	-$102K	0.05%	158
2016 Q3	$390K	Sell	10,350 -1,000	-9%	-$38.3K	0.08%	139
2016 Q2	$426K	Sell	11,350 -1,500	-12%	-$56.6K	0.09%	136
2016 Q1	$472K	Sell	12,850 -500	-4%	-$17.6K	0.1%	137
2015 Q4	$494K	Sell	13,350 -500	-4%	-$19.8K	0.08%	167
2015 Q3	$526K	Hold	13,850	–	–	0.09%	154
2015 Q2	$557K	Sell	13,850 -2,750	-17%	-$105K	0.09%	164
2015 Q1	$624K	Sell	16,600 -650	-4%	-$23.8K	0.1%	150
2014 Q4	$646K	Sell	17,250 -750	-4%	-$25.8K	0.09%	145
2014 Q3	$557K	Sell	18,000 -750	-4%	-$24.2K	0.08%	160
2014 Q2	$606K	Sell	18,750 -750	-4%	-$22.8K	0.04%	142
2014 Q1	$597K	Sell	19,500 -24,688	-56%	-$741K	0.04%	136
2013 Q4	$1.39M	Buy	+44,188	New	+$1.35M	0.08%	103

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opus Capital Group's UBSI Position: Q4 2017 in Review

Opus Capital Group sold out of United Bankshares (UBSI) in Q4 2017, closing a stake of 6,150 shares — an estimated $228K sold.

Opus Capital Group first reported a position in UBSI in Q4 2013 and held it in 16 quarters. The position peaked at $1.39M in Q4 2013. 244 funds tracked by Wall St. Rank hold UBSI as of Q4 2017.

Opus Capital Group reported no remaining United Bankshares position as of Q4 2017 after selling out during the quarter.
Opus Capital Group sold 6,150 United Bankshares shares in Q4 2017, an estimated $228K.
Opus Capital Group first reported a position in United Bankshares in Q4 2013 and held it in 16 quarters.
Opus Capital Group's United Bankshares position peaked at $1.39M in Q4 2013.
244 funds tracked by Wall St. Rank held United Bankshares as of Q4 2017.

Based on Opus Capital Group's 13F filing for Q4 2017, filed 2 Feb 2018.