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Ropes Wealth Advisors’s United Bankshares UBSI Stock Holding History

Ropes Wealth Advisors’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
2020
Q2 		– Sell
-81
Closed -$2K – 611
2020
Q1 		$2K Buy
+81
New +$2.54K ﹤0.01% 505
2018
Q1 		– Sell
-119
Closed -$4K – 747
2017
Q4 		$4K Hold
119
– – ﹤0.01% 656
2017
Q3 		$4K Buy
+119
New +$4.19K ﹤0.01% 625

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ropes Wealth Advisors's UBSI Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 81 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in UBSI in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

  • Ropes Wealth Advisors reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 81 United Bankshares shares in Q2 2020, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in United Bankshares in Q3 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's United Bankshares position peaked at $4K in Q4 2017.
  • 270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.