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UBS’s United Bankshares UBSI Stock Holding History

UBS’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
2014
Q3 		$789K Sell
25,513
-5,819
-19% -$188K ﹤0.01% 3821
2014
Q2 		$1.01M Sell
31,332
-1,791
-5% -$54.5K ﹤0.01% 3528
2014
Q1 		$1.01M Buy
33,123
+11,457
+53% +$344K ﹤0.01% 3474
2013
Q4 		$681K Sell
21,666
-8,048
-27% -$246K ﹤0.01% 3976
2013
Q3 		$861K Buy
29,714
+4,482
+18% +$127K ﹤0.01% 3518
2013
Q2 		$667K Buy
+25,232
New +$650K ﹤0.01% 3789

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS's UBSI Position: Q3 2014 in Review

UBS reduced its United Bankshares (UBSI) stake by 19% in Q3 2014, selling an estimated $188K and leaving 25,513 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

UBS first reported a position in UBSI in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2014. 168 funds tracked by Wall St. Rank hold UBSI as of Q3 2014.

  • UBS held 25,513 shares of United Bankshares worth $789K as of Q3 2014.
  • UBS sold 5,819 United Bankshares shares in Q3 2014, an estimated $188K.
  • United Bankshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3821 holding.
  • UBS first reported a position in United Bankshares in Q2 2013 and has held it in 6 quarters since.
  • UBS's United Bankshares position peaked at $1.01M in Q1 2014.
  • 168 funds tracked by Wall St. Rank held United Bankshares as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.