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Tarbox Family Office’s United Bankshares UBSI Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-20
Closed -$1K – 1325
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1067
2019
Q3 		$1K Sell
20
-28
-58% -$1.04K ﹤0.01% 1025
2019
Q2 		$2K Buy
+48
New +$1.8K ﹤0.01% 805

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Tarbox Family Office's UBSI Position: Q1 2020 in Review

Tarbox Family Office sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in UBSI in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Tarbox Family Office reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 20 United Bankshares shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in United Bankshares in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's United Bankshares position peaked at $2K in Q2 2019.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.