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Sound Income Strategies’s United Bankshares UBSI Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-230
Closed -$8K – 791
2018
Q1 		$8K Hold
230
– – 0.01% 323
2017
Q4 		$8K Buy
+230
New +$8.29K 0.01% 266

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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Income Strategies's UBSI Position: Q2 2018 in Review

Sound Income Strategies sold out of United Bankshares (UBSI) in Q2 2018, closing a stake of 230 shares — an estimated $8K sold.

Sound Income Strategies first reported a position in UBSI in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 255 funds tracked by Wall St. Rank hold UBSI as of Q2 2018.

  • Sound Income Strategies reported no remaining United Bankshares position as of Q2 2018 after selling out during the quarter.
  • Sound Income Strategies sold 230 United Bankshares shares in Q2 2018, an estimated $8K.
  • Sound Income Strategies first reported a position in United Bankshares in Q4 2017 and held it in 2 quarters.
  • Sound Income Strategies's United Bankshares position peaked at $8K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held United Bankshares as of Q2 2018.

Based on Sound Income Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.