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United Bank (West Virginia)’s United Bankshares UBSI Stock Holding History

United Bank (West Virginia)’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
2017
Q3 		$36.5M Buy
983,710
+99,161
+11% +$3.49M 14.53% 1
2017
Q2 		$34.7M Sell
884,549
-1,497
-0.2% -$59.4K 14.59% 1
2017
Q1 		$37.4M Sell
886,046
-19,002
-2% -$837K 16.31% 1
2016
Q4 		$41.9M Buy
905,048
+9,643
+1% +$409K 18.49% 1
2016
Q3 		$33.7M Buy
895,405
+7,263
+0.8% +$278K 15.48% 1
2016
Q2 		$33.3M Sell
888,142
-24,069
-3% -$908K 15.29% 1
2016
Q1 		$33.5M Sell
912,211
-3,768
-0.4% -$132K 15.3% 1
2015
Q4 		$33.9M Sell
915,979
-2,000
-0.2% -$79.1K 16.21% 1
2015
Q3 		$34.9M Sell
917,979
-42,567
-4% -$1.67M 18.05% 1
2015
Q2 		$38.6M Sell
960,546
-4,898
-0.5% -$187K 17.1% 1
2015
Q1 		$36.3M Sell
965,444
-59,023
-6% -$2.16M 15.35% 1
2014
Q4 		$38.4M Sell
1,024,467
-20,500
-2% -$704K 14.22% 1
2014
Q3 		$32.3M Sell
1,044,967
-24,641
-2% -$794K 12.22% 2
2014
Q2 		$34.6M Sell
1,069,608
-30,836
-3% -$939K 12.96% 2
2014
Q1 		$33.7M Sell
1,100,444
-6,923
-0.6% -$208K 13.24% 2
2013
Q4 		$34.8M Sell
1,107,367
-101,846
-8% -$3.12M 13.83% 1
2013
Q3 		$35M Sell
1,209,213
-619
-0.1% -$17.6K 15.02% 1
2013
Q2 		$32M Buy
+1,209,832
New +$31.2M 14.44% 1

Other funds holding UBSI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

United Bank (West Virginia) increased its United Bankshares (UBSI) stake by 11% in Q3 2017, buying an estimated $3.49M and bringing the position to 983,710 shares worth $36.5M. The position accounts for 14.53% of the portfolio, ranked #1.

United Bank (West Virginia) first reported a position in UBSI in Q2 2013 and has held it in 18 quarters since. The position peaked at $41.9M in Q4 2016. 231 funds tracked by Wall St. Rank hold UBSI as of Q3 2017.

  • United Bank (West Virginia) held 983,710 shares of United Bankshares worth $36.5M as of Q3 2017.
  • United Bank (West Virginia) bought 99,161 United Bankshares shares in Q3 2017, an estimated $3.49M.
  • United Bankshares made up 14.53% of United Bank (West Virginia)'s portfolio in Q3 2017, its #1 holding.
  • United Bank (West Virginia) first reported a position in United Bankshares in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s United Bankshares position peaked at $41.9M in Q4 2016.
  • 231 funds tracked by Wall St. Rank held United Bankshares as of Q3 2017.

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