Rockefeller Financial Services’s United Bankshares UBSI Stock Holding History

Rockefeller Financial Services’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
2016 Q2	–	Sell	-8,300	Closed	-$305K	–	583
2016 Q1	$305K	Hold	8,300	–	–	0.01%	293
2015 Q4	$307K	Sell	8,300 -2,288	-22%	-$90.5K	0.01%	300
2015 Q3	$402K	Hold	10,588	–	–	0.01%	268
2015 Q2	$426K	Hold	10,588	–	–	0.01%	250
2015 Q1	$398K	Hold	10,588	–	–	0.01%	267
2014 Q4	$397K	Hold	10,588	–	–	0.01%	256
2014 Q3	$327K	Hold	10,588	–	–	0.01%	283
2014 Q2	$342K	Hold	10,588	–	–	0.01%	293
2014 Q1	$324K	Hold	10,588	–	–	0.01%	297
2013 Q4	$333K	Hold	10,588	–	–	0.01%	304
2013 Q3	$307K	Hold	10,588	–	–	0.01%	303
2013 Q2	$280K	Buy	+10,588	New	+$273K	0.01%	297

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Financial Services's UBSI Position: Q2 2016 in Review

Rockefeller Financial Services sold out of United Bankshares (UBSI) in Q2 2016, closing a stake of 8,300 shares — an estimated $305K sold.

Rockefeller Financial Services first reported a position in UBSI in Q2 2013 and held it in 12 quarters. The position peaked at $426K in Q2 2015. 194 funds tracked by Wall St. Rank hold UBSI as of Q2 2016.

Rockefeller Financial Services reported no remaining United Bankshares position as of Q2 2016 after selling out during the quarter.
Rockefeller Financial Services sold 8,300 United Bankshares shares in Q2 2016, an estimated $305K.
Rockefeller Financial Services first reported a position in United Bankshares in Q2 2013 and held it in 12 quarters.
Rockefeller Financial Services's United Bankshares position peaked at $426K in Q2 2015.
194 funds tracked by Wall St. Rank held United Bankshares as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.