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United Bank (West Virginia)’s Apple AAPL Stock Holding History

United Bank (West Virginia)’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$8.99M Buy
233,396
+1,436
+0.6% +$55.7K 3.57% 4
2017
Q2 		$8.35M Sell
231,960
-4,932
-2% -$182K 3.51% 4
2017
Q1 		$8.51M Buy
236,892
+4,920
+2% +$162K 3.71% 3
2016
Q4 		$6.72M Buy
231,972
+2,860
+1% +$81.1K 2.97% 5
2016
Q3 		$6.48M Sell
229,112
-9,484
-4% -$251K 2.97% 4
2016
Q2 		$5.7M Buy
238,596
+3,520
+1% +$87.5K 2.62% 6
2016
Q1 		$6.41M Sell
235,076
-556
-0.2% -$13.9K 2.93% 5
2015
Q4 		$6.2M Sell
235,632
-1,276
-0.5% -$36.5K 2.97% 6
2015
Q3 		$6.53M Sell
236,908
-9,496
-4% -$278K 3.38% 4
2015
Q2 		$7.73M Sell
246,404
-15,636
-6% -$500K 3.42% 4
2015
Q1 		$8.15M Sell
262,040
-100,756
-28% -$3.04M 3.45% 5
2014
Q4 		$10M Sell
362,796
-19,576
-5% -$533K 3.71% 4
2014
Q3 		$9.63M Sell
382,372
-15,104
-4% -$371K 3.64% 5
2014
Q2 		$9.23M Buy
397,476
+184
+0% +$3.92K 3.46% 5
2014
Q1 		$7.62M Buy
397,292
+868
+0.2% +$16.5K 2.99% 7
2013
Q4 		$7.94M Buy
396,424
+3,304
+0.8% +$62.4K 3.15% 5
2013
Q3 		$6.69M Buy
393,120
+20,776
+6% +$344K 2.87% 5
2013
Q2 		$5.27M Buy
+372,344
New +$5.73M 2.38% 14

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Bank (West Virginia)'s AAPL Position: Q3 2017 in Review

United Bank (West Virginia) increased its Apple (AAPL) stake by 0.62% in Q3 2017, buying an estimated $55.7K and bringing the position to 233,396 shares worth $8.99M. The position accounts for 3.57% of the portfolio, ranked #4.

United Bank (West Virginia) first reported a position in AAPL in Q2 2013 and has held it in 18 quarters since. The position peaked at $10M in Q4 2014. 2,527 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

  • United Bank (West Virginia) held 233,396 shares of Apple worth $8.99M as of Q3 2017.
  • United Bank (West Virginia) bought 1,436 Apple shares in Q3 2017, an estimated $55.7K.
  • Apple made up 3.57% of United Bank (West Virginia)'s portfolio in Q3 2017, its #4 holding.
  • United Bank (West Virginia) first reported a position in Apple in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s Apple position peaked at $10M in Q4 2014.
  • 2,527 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.