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Summit Trail Advisors’s United Bankshares UBSI Stock Holding History

Summit Trail Advisors’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
-2,786
Closed -$99K – 1580
2017
Q4 		$99K Buy
+2,786
New +$100K 0.01% 635

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's UBSI Position: Q1 2018 in Review

Summit Trail Advisors sold out of United Bankshares (UBSI) in Q1 2018, closing a stake of 2,786 shares — an estimated $99K sold.

Summit Trail Advisors first reported a position in UBSI in Q4 2017 and held it in 1 quarter. The position peaked at $99K in Q4 2017. 253 funds tracked by Wall St. Rank hold UBSI as of Q1 2018.

  • Summit Trail Advisors reported no remaining United Bankshares position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,786 United Bankshares shares in Q1 2018, an estimated $99K.
  • Summit Trail Advisors first reported a position in United Bankshares in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's United Bankshares position peaked at $99K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held United Bankshares as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.