TD Asset Management
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TD Asset Management’s United Bankshares UBSI Stock Holding History

TD Asset 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
2020
Q1 		– Sell
-8,480
Closed -$328K – 1439
2019
Q4 		$328K Sell
8,480
-100
-1% -$3.86K ﹤0.01% 1303
2019
Q3 		$325K Sell
8,580
-6,200
-42% -$230K ﹤0.01% 1240
2019
Q2 		$548K Buy
14,780
+100
+0.7% +$3.76K ﹤0.01% 1165
2019
Q1 		$532K Sell
14,680
-3,760
-20% -$136K ﹤0.01% 1182
2018
Q4 		$574K Sell
18,440
-100
-0.5% -$3.38K ﹤0.01% 1192
2018
Q3 		$674K Buy
18,540
+100
+0.5% +$3.79K ﹤0.01% 1232
2018
Q2 		$671K Sell
18,440
-1,495
-7% -$53.5K ﹤0.01% 1208
2018
Q1 		$703K Sell
19,935
-3,200
-14% -$116K ﹤0.01% 1136
2017
Q4 		$804K Buy
23,135
+600
+3% +$21.6K ﹤0.01% 1098
2017
Q3 		$837K Buy
22,535
+900
+4% +$31.7K ﹤0.01% 1072
2017
Q2 		$848K Buy
21,635
+300
+1% +$11.9K ﹤0.01% 1085
2017
Q1 		$901K Sell
21,335
-930
-4% -$41K ﹤0.01% 1064
2016
Q4 		$1.03M Buy
22,265
+65
+0.3% +$2.76K ﹤0.01% 1018
2016
Q3 		$836K Buy
22,200
+400
+2% +$15.3K ﹤0.01% 1046
2016
Q2 		$818K Buy
21,800
+4,400
+25% +$166K ﹤0.01% 998
2016
Q1 		$639K Hold
17,400
– – ﹤0.01% 1055
2015
Q4 		$644K Hold
17,400
– – ﹤0.01% 1046
2015
Q3 		$661K Sell
17,400
-300
-2% -$11.8K ﹤0.01% 1018
2015
Q2 		$712K Sell
17,700
-500
-3% -$19.1K ﹤0.01% 1037
2015
Q1 		$684K Sell
18,200
-4,100
-18% -$150K ﹤0.01% 1049
2014
Q4 		$835K Sell
22,300
-2,000
-8% -$68.7K ﹤0.01% 973
2014
Q3 		$752K Sell
24,300
-700
-3% -$22.6K ﹤0.01% 954
2014
Q2 		$808K Sell
25,000
-600
-2% -$18.3K ﹤0.01% 934
2014
Q1 		$784K Sell
25,600
-1,000
-4% -$30K ﹤0.01% 936
2013
Q4 		$837K Buy
26,600
+900
+4% +$27.5K ﹤0.01% 910
2013
Q3 		$745K Sell
25,700
-500
-2% -$14.2K ﹤0.01% 911
2013
Q2 		$693K Buy
+26,200
New +$675K ﹤0.01% 886

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

TD Asset Management's UBSI Position: Q1 2020 in Review

TD Asset Management sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 8,480 shares — an estimated $328K sold.

TD Asset Management first reported a position in UBSI in Q2 2013 and held it in 27 quarters. The position peaked at $1.03M in Q4 2016. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • TD Asset Management reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • TD Asset Management sold 8,480 United Bankshares shares in Q1 2020, an estimated $328K.
  • TD Asset Management first reported a position in United Bankshares in Q2 2013 and held it in 27 quarters.
  • TD Asset Management's United Bankshares position peaked at $1.03M in Q4 2016.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on TD Asset Management's 13F filing for Q1 2020, filed 15 May 2020.