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Rainier Group Investment Advisory’s United Bankshares UBSI Stock Holding History

Rainier Group Investment Advisory’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
Q1 		– Sell
-4,778
Closed -$221K – 50
2016
Q4 		$221K Buy
+4,778
New +$203K 0.1% 42

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rainier Group Investment Advisory's UBSI Position: Q1 2017 in Review

Rainier Group Investment Advisory sold out of United Bankshares (UBSI) in Q1 2017, closing a stake of 4,778 shares — an estimated $221K sold.

Rainier Group Investment Advisory first reported a position in UBSI in Q4 2016 and held it in 1 quarter. The position peaked at $221K in Q4 2016. 217 funds tracked by Wall St. Rank hold UBSI as of Q1 2017.

  • Rainier Group Investment Advisory reported no remaining United Bankshares position as of Q1 2017 after selling out during the quarter.
  • Rainier Group Investment Advisory sold 4,778 United Bankshares shares in Q1 2017, an estimated $221K.
  • Rainier Group Investment Advisory first reported a position in United Bankshares in Q4 2016 and held it in 1 quarter.
  • Rainier Group Investment Advisory's United Bankshares position peaked at $221K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held United Bankshares as of Q1 2017.

Based on Rainier Group Investment Advisory's 13F filing for Q1 2017, filed 4 May 2017.