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Personal Capital Advisors’s United Bankshares UBSI Stock Holding History

Personal Capital 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
2020
Q1 		– Sell
-6,259
Closed -$242K – 403
2019
Q4 		$242K Sell
6,259
-50
-0.8% -$1.93K ﹤0.01% 364
2019
Q3 		$238K Sell
6,309
-836
-12% -$31K ﹤0.01% 321
2019
Q2 		$265K Buy
7,145
+888
+14% +$33.4K ﹤0.01% 284
2019
Q1 		$227K Buy
+6,257
New +$226K ﹤0.01% 304
2018
Q4 		– Sell
-6,257
Closed -$227K – 324
2018
Q3 		$227K Hold
6,257
– – ﹤0.01% 278
2018
Q2 		$228K Hold
6,257
– – ﹤0.01% 262
2018
Q1 		$221K Buy
+6,257
New +$226K ﹤0.01% 248

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Personal Capital Advisors's UBSI Position: Q1 2020 in Review

Personal Capital Advisors sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 6,259 shares — an estimated $242K sold.

Personal Capital Advisors first reported a position in UBSI in Q1 2018 and held it in 7 quarters. The position peaked at $265K in Q2 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Personal Capital Advisors reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 6,259 United Bankshares shares in Q1 2020, an estimated $242K.
  • Personal Capital Advisors first reported a position in United Bankshares in Q1 2018 and held it in 7 quarters.
  • Personal Capital Advisors's United Bankshares position peaked at $265K in Q2 2019.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Personal Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.