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Princeton Alpha Management’s United Bankshares UBSI Stock Holding History

Princeton Alpha Management’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
2017
Q2 		– Sell
-9,010
Closed -$381K – 361
2017
Q1 		$381K Buy
+9,010
New +$397K 0.13% 280
2016
Q1 		– Sell
-7,043
Closed -$261K – 937
2015
Q4 		$261K Sell
7,043
-1,733
-20% -$68.5K 0.04% 541
2015
Q3 		$333K Buy
+8,776
New +$344K 0.07% 433

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Princeton Alpha Management's UBSI Position: Q2 2017 in Review

Princeton Alpha Management sold out of United Bankshares (UBSI) in Q2 2017, closing a stake of 9,010 shares — an estimated $381K sold.

Princeton Alpha Management first reported a position in UBSI in Q3 2015 and held it in 3 quarters. The position peaked at $381K in Q1 2017. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

  • Princeton Alpha Management reported no remaining United Bankshares position as of Q2 2017 after selling out during the quarter.
  • Princeton Alpha Management sold 9,010 United Bankshares shares in Q2 2017, an estimated $381K.
  • Princeton Alpha Management first reported a position in United Bankshares in Q3 2015 and held it in 3 quarters.
  • Princeton Alpha Management's United Bankshares position peaked at $381K in Q1 2017.
  • 238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.