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Southport Capital Management’s United Bankshares UBSI Stock Holding History

Southport Capital 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
2018
Q4 		– Sell
-142
Closed -$5K – 485
2018
Q3 		$5K Buy
+142
New +$5.38K ﹤0.01% 499

Other funds holding UBSI

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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

Southport Capital Management's UBSI Position: Q4 2018 in Review

Southport Capital Management sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 142 shares — an estimated $5K sold.

Southport Capital Management first reported a position in UBSI in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • Southport Capital Management reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • Southport Capital Management sold 142 United Bankshares shares in Q4 2018, an estimated $5K.
  • Southport Capital Management first reported a position in United Bankshares in Q3 2018 and held it in 1 quarter.
  • Southport Capital Management's United Bankshares position peaked at $5K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on Southport Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.