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Placemark Investments’s United Bankshares UBSI Stock Holding History

Placemark Investments’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
2014
Q4 		$363K Sell
9,679
-9,425
-49% -$324K 0.01% 1317
2014
Q3 		$590K Buy
19,104
+2,785
+17% +$89.8K 0.01% 1116
2014
Q2 		$528K Buy
16,319
+2,271
+16% +$69.1K 0.01% 1149
2014
Q1 		$430K Buy
14,048
+5,932
+73% +$178K 0.01% 1195
2013
Q4 		$256K Buy
8,116
+435
+6% +$13.3K ﹤0.01% 1426
2013
Q3 		$222K Buy
+7,681
New +$218K ﹤0.01% 1439

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Placemark Investments's UBSI Position: Q4 2014 in Review

Placemark Investments reduced its United Bankshares (UBSI) stake by 49% in Q4 2014, selling an estimated $324K and leaving 9,679 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1317.

Placemark Investments first reported a position in UBSI in Q3 2013 and has held it in 6 quarters since. The position peaked at $590K in Q3 2014. 182 funds tracked by Wall St. Rank hold UBSI as of Q4 2014.

  • Placemark Investments held 9,679 shares of United Bankshares worth $363K as of Q4 2014.
  • Placemark Investments sold 9,425 United Bankshares shares in Q4 2014, an estimated $324K.
  • United Bankshares made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1317 holding.
  • Placemark Investments first reported a position in United Bankshares in Q3 2013 and has held it in 6 quarters since.
  • Placemark Investments's United Bankshares position peaked at $590K in Q3 2014.
  • 182 funds tracked by Wall St. Rank held United Bankshares as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.