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Rowland Carmichael Advisors’s United Bankshares UBSI Stock Holding History

Rowland Carmichael 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
2019
Q4 		– Sell
-6,015
Closed -$228K – 371
2019
Q3 		$228K Hold
6,015
– – 0.08% 259
2019
Q2 		$223K Hold
6,015
– – 0.08% 247
2019
Q1 		$218K Buy
+6,015
New +$217K 0.08% 242
2018
Q4 		– Sell
-7,760
Closed -$282K – 361
2018
Q3 		$282K Hold
7,760
– – 0.11% 205
2018
Q2 		$282K Sell
7,760
-744
-9% -$26.6K 0.12% 203
2018
Q1 		$300K Buy
+8,504
New +$308K 0.16% 173

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Rowland Carmichael Advisors's UBSI Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of United Bankshares (UBSI) in Q4 2019, closing a stake of 6,015 shares — an estimated $228K sold.

Rowland Carmichael Advisors first reported a position in UBSI in Q1 2018 and held it in 6 quarters. The position peaked at $300K in Q1 2018. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

  • Rowland Carmichael Advisors reported no remaining United Bankshares position as of Q4 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 6,015 United Bankshares shares in Q4 2019, an estimated $228K.
  • Rowland Carmichael Advisors first reported a position in United Bankshares in Q1 2018 and held it in 6 quarters.
  • Rowland Carmichael Advisors's United Bankshares position peaked at $300K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.