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Proficio Capital Partners’s United Bankshares UBSI Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-68
Closed -$3K – 1443
2019
Q2 		$3K Hold
68
– – ﹤0.01% 1446
2019
Q1 		$2K Sell
68
-4
-6% -$144 ﹤0.01% 1412
2018
Q4 		$2K Buy
72
+41
+132% +$1.38K ﹤0.01% 1048
2018
Q3 		$1K Hold
31
– – ﹤0.01% 1202
2018
Q2 		$1K Hold
31
– – ﹤0.01% 1237
2018
Q1 		$1K Hold
31
– – ﹤0.01% 1237
2017
Q4 		$1K Buy
31
+10
+48% +$361 ﹤0.01% 1230
2017
Q3 		$1K Buy
+21
New +$739 ﹤0.01% 1224

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Proficio Capital Partners's UBSI Position: Q3 2019 in Review

Proficio Capital Partners sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 68 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in UBSI in Q3 2017 and held it in 8 quarters. The position peaked at $3K in Q2 2019. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

  • Proficio Capital Partners reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 68 United Bankshares shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in United Bankshares in Q3 2017 and held it in 8 quarters.
  • Proficio Capital Partners's United Bankshares position peaked at $3K in Q2 2019.
  • 265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.