Payden & Rygel’s United Bankshares UBSI Stock Holding History

Payden & Rygel’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	–	Sell	-360	Closed	-$14K	–	183
2015 Q2	$14K	Hold	360	–	–	﹤0.01%	163
2015 Q1	$14K	Hold	360	–	–	﹤0.01%	176
2014 Q4	$13K	Hold	360	–	–	﹤0.01%	175
2014 Q3	$11K	Hold	360	–	–	﹤0.01%	184
2014 Q2	$12K	Hold	360	–	–	﹤0.01%	195
2014 Q1	$11K	Buy	360 +260	+260%	+$7.8K	﹤0.01%	191
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	247
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	233
2013 Q2	$3K	Buy	+100	New	+$2.58K	﹤0.01%	230

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

Payden & Rygel's UBSI Position: Q3 2015 in Review

Payden & Rygel sold out of United Bankshares (UBSI) in Q3 2015, closing a stake of 360 shares — an estimated $14K sold.

Payden & Rygel first reported a position in UBSI in Q2 2013 and held it in 9 quarters. The position peaked at $14K in Q2 2015. 194 funds tracked by Wall St. Rank hold UBSI as of Q3 2015.

Payden & Rygel reported no remaining United Bankshares position as of Q3 2015 after selling out during the quarter.
Payden & Rygel sold 360 United Bankshares shares in Q3 2015, an estimated $14K.
Payden & Rygel first reported a position in United Bankshares in Q2 2013 and held it in 9 quarters.
Payden & Rygel's United Bankshares position peaked at $14K in Q2 2015.
194 funds tracked by Wall St. Rank held United Bankshares as of Q3 2015.

Based on Payden & Rygel's 13F filing for Q3 2015, filed 2 Nov 2015.