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Prestige Wealth Management Group’s United Bankshares UBSI Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-13
Closed – – 1100
2018
Q4 		$0 Buy
+13
New +$439 ﹤0.01% 1293

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's UBSI Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of United Bankshares (UBSI) in Q1 2019, closing a stake of 13 shares.

Prestige Wealth Management Group first reported a position in UBSI in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 266 funds tracked by Wall St. Rank hold UBSI as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining United Bankshares position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 13 United Bankshares shares in Q1 2019.
  • Prestige Wealth Management Group first reported a position in United Bankshares in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's United Bankshares position peaked at $0 in Q4 2018.
  • 266 funds tracked by Wall St. Rank held United Bankshares as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.