RNS
UBSI icon

Robert N. Shapiro’s United Bankshares UBSI Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$30K Sell
807
-3
-0.4% -$103 0.01% 547
2014
Q3 		$25K Hold
810
– – ﹤0.01% 600
2014
Q2 		$26K Hold
810
– – ﹤0.01% 563
2014
Q1 		$25K Buy
810
+724
+842% +$21.7K ﹤0.01% 561
2013
Q4 		$3K Hold
86
– – ﹤0.01% 722
2013
Q3 		$2K Hold
86
– – ﹤0.01% 973
2013
Q2 		$2K Buy
+86
New +$2.22K ﹤0.01% 888

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Robert N. Shapiro's UBSI Position: Q4 2014 in Review

Robert N. Shapiro reduced its United Bankshares (UBSI) stake by 0.37% in Q4 2014, selling an estimated $103 and leaving 807 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #547.

Robert N. Shapiro first reported a position in UBSI in Q2 2013 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold UBSI as of Q4 2014.

  • Robert N. Shapiro held 807 shares of United Bankshares worth $30K as of Q4 2014.
  • Robert N. Shapiro sold 3 United Bankshares shares in Q4 2014, an estimated $103.
  • United Bankshares made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #547 holding.
  • Robert N. Shapiro first reported a position in United Bankshares in Q2 2013 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held United Bankshares as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.