Rehmann Capital Advisory Group’s United Bankshares UBSI Stock Holding History

Rehmann Capital Advisory 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 Q3	$39.5K	Sell	1,043 -92	-8%	-$3.41K	﹤0.01%	697
2019 Q2	$42.1K	Sell	1,135 -39	-3%	-$1.47K	0.01%	903
2019 Q1	$42.5K	Sell	1,174 -160	-12%	-$5.77K	0.01%	876
2018 Q4	$41.5K	Buy	1,334 +502	+60%	+$16.9K	0.01%	640
2018 Q3	$30.2K	Sell	832 -62	-7%	-$2.35K	﹤0.01%	989
2018 Q2	$32.5K	Buy	894 +620	+226%	+$22.2K	﹤0.01%	928
2018 Q1	$10K	Buy	+274	New	+$9.92K	﹤0.01%	1322

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rehmann Capital Advisory Group's UBSI Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its United Bankshares (UBSI) stake by 8.1% in Q3 2019, selling an estimated $3.41K and leaving 1,043 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Rehmann Capital Advisory Group first reported a position in UBSI in Q1 2018 and has held it in 7 quarters since. The position peaked at $42.5K in Q1 2019. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

Rehmann Capital Advisory Group held 1,043 shares of United Bankshares worth $39.5K as of Q3 2019.
Rehmann Capital Advisory Group sold 92 United Bankshares shares in Q3 2019, an estimated $3.41K.
United Bankshares made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #697 holding.
Rehmann Capital Advisory Group first reported a position in United Bankshares in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's United Bankshares position peaked at $42.5K in Q1 2019.
265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.