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Sigma Planning Corp’s United Bankshares UBSI Stock Holding History

Sigma Planning Corp’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
2018
Q4 		– Sell
-5,586
Closed -$203K – 975
2018
Q3 		$203K Buy
+5,586
New +$212K 0.01% 878
2017
Q4 		– Sell
-15,765
Closed -$586K – 902
2017
Q3 		$586K Sell
15,765
-2,377
-13% -$83.7K 0.05% 376
2017
Q2 		$711K Buy
18,142
+9,012
+99% +$358K 0.07% 320
2017
Q1 		$386K Buy
9,130
+307
+3% +$13.5K 0.04% 479
2016
Q4 		$408K Sell
8,823
-7
-0.1% -$297 0.04% 414
2016
Q3 		$333K Buy
8,830
+268
+3% +$10.3K 0.04% 475
2016
Q2 		$321K Buy
8,562
+1,209
+16% +$45.6K 0.04% 458
2016
Q1 		$270K Buy
7,353
+1,617
+28% +$56.8K 0.04% 485
2015
Q4 		$212K Buy
+5,736
New +$227K 0.03% 584

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

Sigma Planning Corp's UBSI Position: Q4 2018 in Review

Sigma Planning Corp sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 5,586 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in UBSI in Q4 2015 and held it in 9 quarters. The position peaked at $711K in Q2 2017. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • Sigma Planning Corp reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 5,586 United Bankshares shares in Q4 2018, an estimated $203K.
  • Sigma Planning Corp first reported a position in United Bankshares in Q4 2015 and held it in 9 quarters.
  • Sigma Planning Corp's United Bankshares position peaked at $711K in Q2 2017.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.