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US Financial Advisors’s United Bankshares UBSI Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-64
Closed -$2K – 371
2016
Q1 		$2K Hold
64
– – ﹤0.01% 343
2015
Q4 		$2K Hold
64
– – ﹤0.01% 482
2015
Q3 		$2K Hold
64
– – ﹤0.01% 420
2015
Q2 		$3K Buy
+64
New +$2.45K ﹤0.01% 345

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's UBSI Position: Q2 2016 in Review

US Financial Advisors sold out of United Bankshares (UBSI) in Q2 2016, closing a stake of 64 shares — an estimated $2K sold.

US Financial Advisors first reported a position in UBSI in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q2 2015. 193 funds tracked by Wall St. Rank hold UBSI as of Q2 2016.

  • US Financial Advisors reported no remaining United Bankshares position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 64 United Bankshares shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in United Bankshares in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's United Bankshares position peaked at $3K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held United Bankshares as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.