San Francisco Sentry Investment Group’s United Bankshares UBSI Stock Holding History

San Francisco Sentry Investment 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
2020 Q2	–	Sell	-34	Closed	-$1K	–	867
2020 Q1	$1K	Buy	+34	New	+$1.07K	﹤0.01%	825
2014 Q4	–	Sell	-1,280	Closed	-$40K	–	424
2014 Q3	$40K	Hold	1,280	–	–	0.02%	329
2014 Q2	$41K	Sell	1,280 -15	-1%	-$457	0.02%	342
2014 Q1	$40K	Buy	+1,295	New	+$38.8K	0.01%	380

Other funds holding UBSI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

San Francisco Sentry Investment Group's UBSI Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in UBSI in Q1 2014 and held it in 4 quarters. The position peaked at $41K in Q2 2014. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

San Francisco Sentry Investment Group reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 34 United Bankshares shares in Q2 2020, an estimated $1K.
San Francisco Sentry Investment Group first reported a position in United Bankshares in Q1 2014 and held it in 4 quarters.
San Francisco Sentry Investment Group's United Bankshares position peaked at $41K in Q2 2014.
270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.