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Triangle Securities Wealth Management’s United Bankshares UBSI Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-1,917
Closed -$51K – 364
2013
Q2 		$51K Buy
+1,917
New +$49.4K 0.04% 250

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triangle Securities Wealth Management's UBSI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of United Bankshares (UBSI) in Q3 2013, closing a stake of 1,917 shares — an estimated $51K sold.

Triangle Securities Wealth Management first reported a position in UBSI in Q2 2013 and held it in 1 quarter. The position peaked at $51K in Q2 2013. 145 funds tracked by Wall St. Rank hold UBSI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining United Bankshares position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,917 United Bankshares shares in Q3 2013, an estimated $51K.
  • Triangle Securities Wealth Management first reported a position in United Bankshares in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's United Bankshares position peaked at $51K in Q2 2013.
  • 145 funds tracked by Wall St. Rank held United Bankshares as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.