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Stratos Wealth Partners’s United Bancorp UBCP Stock Holding History

Stratos Wealth Partners’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,058
Closed -$40K – 2394
2018
Q3 		$40K Buy
+3,058
New +$40.7K ﹤0.01% 1552
2018
Q2 		– Sell
-2,000
Closed -$26K – 2473
2018
Q1 		$26K Buy
+2,000
New +$25.4K ﹤0.01% 1912

Other funds holding UBCP

WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Stratos Wealth Partners's UBCP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of United Bancorp (UBCP) in Q4 2018, closing a stake of 3,058 shares — an estimated $40K sold.

Stratos Wealth Partners first reported a position in UBCP in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q3 2018. 21 funds tracked by Wall St. Rank hold UBCP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining United Bancorp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,058 United Bancorp shares in Q4 2018, an estimated $40K.
  • Stratos Wealth Partners first reported a position in United Bancorp in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's United Bancorp position peaked at $40K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held United Bancorp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.