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OTA Financial Group’s Atlantic Union Bankshares AUB Stock Holding History

OTA Financial Group’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-14,487
Closed -$408K – 38
2018
Q4 		$408K Buy
+14,487
New +$488K 0.19% 44

Other funds holding AUB

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OTA Financial Group's AUB Position: Q1 2019 in Review

OTA Financial Group sold out of Atlantic Union Bankshares (AUB) in Q1 2019, closing a stake of 14,487 shares — an estimated $408K sold.

OTA Financial Group first reported a position in AUB in Q4 2018 and held it in 1 quarter. The position peaked at $408K in Q4 2018. 213 funds tracked by Wall St. Rank hold AUB as of Q1 2019.

  • OTA Financial Group reported no remaining Atlantic Union Bankshares position as of Q1 2019 after selling out during the quarter.
  • OTA Financial Group sold 14,487 Atlantic Union Bankshares shares in Q1 2019, an estimated $408K.
  • OTA Financial Group first reported a position in Atlantic Union Bankshares in Q4 2018 and held it in 1 quarter.
  • OTA Financial Group's Atlantic Union Bankshares position peaked at $408K in Q4 2018.
  • 213 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2019.

Based on OTA Financial Group's 13F filing for Q1 2019, filed 15 Apr 2019.