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Simplicity Solutions’s United Bankshares UBSI Stock Holding History

Simplicity Solutions’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
2017
Q3 		– Sell
-9,896
Closed -$388K – 367
2017
Q2 		$388K Buy
+9,896
New +$393K 0.05% 268
2017
Q1 		– Sell
-4,532
Closed -$210K – 415
2016
Q4 		$210K Buy
+4,532
New +$192K 0.05% 317
2016
Q1 		– Sell
-25,814
Closed -$955K – 501
2015
Q4 		$955K Buy
+25,814
New +$1.02M 0.11% 260

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's UBSI Position: Q3 2017 in Review

Simplicity Solutions sold out of United Bankshares (UBSI) in Q3 2017, closing a stake of 9,896 shares — an estimated $388K sold.

Simplicity Solutions first reported a position in UBSI in Q4 2015 and held it in 3 quarters. The position peaked at $955K in Q4 2015. 231 funds tracked by Wall St. Rank hold UBSI as of Q3 2017.

  • Simplicity Solutions reported no remaining United Bankshares position as of Q3 2017 after selling out during the quarter.
  • Simplicity Solutions sold 9,896 United Bankshares shares in Q3 2017, an estimated $388K.
  • Simplicity Solutions first reported a position in United Bankshares in Q4 2015 and held it in 3 quarters.
  • Simplicity Solutions's United Bankshares position peaked at $955K in Q4 2015.
  • 231 funds tracked by Wall St. Rank held United Bankshares as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.