Verdence Capital Advisors’s United Bankshares UBSI Stock Holding History

Verdence Capital 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
2019 Q3	–	Sell	-18,148	Closed	-$673K	–	317
2019 Q2	$673K	Sell	18,148 -55	-0.3%	-$2.07K	0.19%	137
2019 Q1	$660K	Sell	18,203 -3,545	-16%	-$128K	0.18%	138
2018 Q4	$677K	Buy	21,748 +3,309	+18%	+$112K	0.19%	115
2018 Q3	$670K	Hold	18,439	–	–	0.17%	133
2018 Q2	$671K	Buy	18,439 +3,966	+27%	+$142K	0.16%	141
2018 Q1	$510K	Buy	+14,473	New	+$524K	0.12%	165

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Verdence Capital Advisors's UBSI Position: Q3 2019 in Review

Verdence Capital Advisors sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 18,148 shares — an estimated $673K sold.

Verdence Capital Advisors first reported a position in UBSI in Q1 2018 and held it in 6 quarters. The position peaked at $677K in Q4 2018. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

Verdence Capital Advisors reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
Verdence Capital Advisors sold 18,148 United Bankshares shares in Q3 2019, an estimated $673K.
Verdence Capital Advisors first reported a position in United Bankshares in Q1 2018 and held it in 6 quarters.
Verdence Capital Advisors's United Bankshares position peaked at $677K in Q4 2018.
265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Verdence Capital Advisors's 13F filing for Q3 2019, filed 6 Mar 2020.