Stevens Capital Management’s United Bankshares UBSI Stock Holding History

Stevens 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 Q1	–	Sell	-28,142	Closed	-$978K	–	1000
2017 Q4	$978K	Buy	+28,142	New	+$1.01M	0.04%	438
2014 Q4	–	Sell	-10,020	Closed	-$310K	–	1238
2014 Q3	$310K	Buy	+10,020	New	+$323K	0.01%	728
2013 Q3	–	Sell	-11,445	Closed	-$303K	–	1224
2013 Q2	$303K	Buy	+11,445	New	+$295K	0.01%	708

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stevens Capital Management's UBSI Position: Q1 2018 in Review

Stevens Capital Management sold out of United Bankshares (UBSI) in Q1 2018, closing a stake of 28,142 shares — an estimated $978K sold.

Stevens Capital Management first reported a position in UBSI in Q2 2013 and held it in 3 quarters. The position peaked at $978K in Q4 2017. 253 funds tracked by Wall St. Rank hold UBSI as of Q1 2018.

Stevens Capital Management reported no remaining United Bankshares position as of Q1 2018 after selling out during the quarter.
Stevens Capital Management sold 28,142 United Bankshares shares in Q1 2018, an estimated $978K.
Stevens Capital Management first reported a position in United Bankshares in Q2 2013 and held it in 3 quarters.
Stevens Capital Management's United Bankshares position peaked at $978K in Q4 2017.
253 funds tracked by Wall St. Rank held United Bankshares as of Q1 2018.

Based on Stevens Capital Management's 13F filing for Q1 2018, filed 8 May 2018.