SI
UBSI icon

Stephens Inc’s United Bankshares UBSI Stock Holding History

Stephens Inc’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
2019
Q1 		– Sell
-30,700
Closed -$955K – 1210
2018
Q4 		$955K Buy
30,700
+2,609
+9% +$88.1K 0.03% 531
2018
Q3 		$1.02M Buy
28,091
+1,108
+4% +$42K 0.03% 574
2018
Q2 		$982K Buy
26,983
+601
+2% +$21.5K 0.03% 478
2018
Q1 		$930K Buy
26,382
+3,432
+15% +$124K 0.03% 409
2017
Q4 		$798K Buy
22,950
+4,493
+24% +$162K 0.03% 408
2017
Q3 		$686K Buy
18,457
+9,707
+111% +$342K 0.02% 442
2017
Q2 		$343K Buy
8,750
+1,928
+28% +$76.5K 0.01% 660
2017
Q1 		$288K Buy
+6,822
New +$300K 0.01% 684

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Inc's UBSI Position: Q1 2019 in Review

Stephens Inc sold out of United Bankshares (UBSI) in Q1 2019, closing a stake of 30,700 shares — an estimated $955K sold.

Stephens Inc first reported a position in UBSI in Q1 2017 and held it in 8 quarters. The position peaked at $1.02M in Q3 2018. 266 funds tracked by Wall St. Rank hold UBSI as of Q1 2019.

  • Stephens Inc reported no remaining United Bankshares position as of Q1 2019 after selling out during the quarter.
  • Stephens Inc sold 30,700 United Bankshares shares in Q1 2019, an estimated $955K.
  • Stephens Inc first reported a position in United Bankshares in Q1 2017 and held it in 8 quarters.
  • Stephens Inc's United Bankshares position peaked at $1.02M in Q3 2018.
  • 266 funds tracked by Wall St. Rank held United Bankshares as of Q1 2019.

Based on Stephens Inc's 13F filing for Q1 2019, filed 3 May 2019.