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Private Advisor Group’s United Bankshares UBSI Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-737
Closed -$20K – 3305
2020
Q2 		$20K Buy
+737
New +$19.8K ﹤0.01% 2589
2016
Q1 		– Sell
-5,936
Closed -$220K – 1135
2015
Q4 		$220K Buy
+5,936
New +$235K 0.01% 909

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Private Advisor Group's UBSI Position: Q3 2020 in Review

Private Advisor Group sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 737 shares — an estimated $20K sold.

Private Advisor Group first reported a position in UBSI in Q4 2015 and held it in 2 quarters. The position peaked at $220K in Q4 2015. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

  • Private Advisor Group reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 737 United Bankshares shares in Q3 2020, an estimated $20K.
  • Private Advisor Group first reported a position in United Bankshares in Q4 2015 and held it in 2 quarters.
  • Private Advisor Group's United Bankshares position peaked at $220K in Q4 2015.
  • 259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.