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Sonora Investment Management’s United Bankshares UBSI Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-416
Closed -$15K – 1140
2015
Q3 		$15K Buy
+416
New +$16.3K ﹤0.01% 380

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sonora Investment Management's UBSI Position: Q4 2015 in Review

Sonora Investment Management sold out of United Bankshares (UBSI) in Q4 2015, closing a stake of 416 shares — an estimated $15K sold.

Sonora Investment Management first reported a position in UBSI in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 211 funds tracked by Wall St. Rank hold UBSI as of Q4 2015.

  • Sonora Investment Management reported no remaining United Bankshares position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 416 United Bankshares shares in Q4 2015, an estimated $15K.
  • Sonora Investment Management first reported a position in United Bankshares in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's United Bankshares position peaked at $15K in Q3 2015.
  • 211 funds tracked by Wall St. Rank held United Bankshares as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.