Palladiem’s United Bankshares UBSI Stock Holding History

Palladiem’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	$7K	Hold	171	–	–	0.01%	105
2015 Q2	$7K	Hold	171	–	–	0.01%	184
2015 Q1	$6K	Hold	171	–	–	﹤0.01%	150
2014 Q4	$6K	Buy	+171	New	+$5.88K	﹤0.01%	158

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

Palladiem's UBSI Position: Q3 2015 in Review

Palladiem held its United Bankshares (UBSI) position steady in Q3 2015 at 171 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #105.

Palladiem first reported a position in UBSI in Q4 2014 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold UBSI as of Q3 2015.

Palladiem held 171 shares of United Bankshares worth $7K as of Q3 2015.
Palladiem left its United Bankshares share count unchanged in Q3 2015.
United Bankshares made up 0.01% of Palladiem's portfolio in Q3 2015, its #105 holding.
Palladiem first reported a position in United Bankshares in Q4 2014 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held United Bankshares as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.