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Vigilant Capital Management’s United Bankshares UBSI Stock Holding History

Vigilant Capital Management’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
2014
Q1 		– Sell
-3,468
Closed -$109K – 288
2013
Q4 		$109K Hold
3,468
– – 0.03% 109
2013
Q3 		$101K Hold
3,468
– – 0.03% 101
2013
Q2 		$92K Buy
+3,468
New +$89.4K 0.03% 107

Other funds holding UBSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vigilant Capital Management's UBSI Position: Q1 2014 in Review

Vigilant Capital Management sold out of United Bankshares (UBSI) in Q1 2014, closing a stake of 3,468 shares — an estimated $109K sold.

Vigilant Capital Management first reported a position in UBSI in Q2 2013 and held it in 3 quarters. The position peaked at $109K in Q4 2013. 171 funds tracked by Wall St. Rank hold UBSI as of Q1 2014.

  • Vigilant Capital Management reported no remaining United Bankshares position as of Q1 2014 after selling out during the quarter.
  • Vigilant Capital Management sold 3,468 United Bankshares shares in Q1 2014, an estimated $109K.
  • Vigilant Capital Management first reported a position in United Bankshares in Q2 2013 and held it in 3 quarters.
  • Vigilant Capital Management's United Bankshares position peaked at $109K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held United Bankshares as of Q1 2014.

Based on Vigilant Capital Management's 13F filing for Q1 2014, filed 23 Apr 2014.