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USAdvisors Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

USAdvisors Wealth Management’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,975
Closed -$265K – 61
2017
Q4 		$265K Buy
+1,975
New +$70.4K 0.23% 42

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USAdvisors Wealth Management's AUB Position: Q1 2018 in Review

USAdvisors Wealth Management sold out of Atlantic Union Bankshares (AUB) in Q1 2018, closing a stake of 1,975 shares — an estimated $265K sold.

USAdvisors Wealth Management first reported a position in AUB in Q4 2017 and held it in 1 quarter. The position peaked at $265K in Q4 2017. 199 funds tracked by Wall St. Rank hold AUB as of Q1 2018.

  • USAdvisors Wealth Management reported no remaining Atlantic Union Bankshares position as of Q1 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,975 Atlantic Union Bankshares shares in Q1 2018, an estimated $265K.
  • USAdvisors Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2017 and held it in 1 quarter.
  • USAdvisors Wealth Management's Atlantic Union Bankshares position peaked at $265K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2018.

Based on USAdvisors Wealth Management's 13F filing for Q1 2018, filed 18 Apr 2018.