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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return