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Viking Fund Management’s United Bankshares UBSI Stock Holding History

Viking Fund 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
2018
Q1 		– Sell
-29,000
Closed -$1.01M – 134
2017
Q4 		$1.01M Sell
29,000
-55,000
-65% -$1.98M 0.16% 88
2017
Q3 		$3.12M Buy
84,000
+6,000
+8% +$211K 0.5% 56
2017
Q2 		$3.06M Hold
78,000
– – 0.47% 65
2017
Q1 		$3.3M Buy
+78,000
New +$3.44M 0.44% 64

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Viking Fund Management's UBSI Position: Q1 2018 in Review

Viking Fund Management sold out of United Bankshares (UBSI) in Q1 2018, closing a stake of 29,000 shares — an estimated $1.01M sold.

Viking Fund Management first reported a position in UBSI in Q1 2017 and held it in 4 quarters. The position peaked at $3.3M in Q1 2017. 253 funds tracked by Wall St. Rank hold UBSI as of Q1 2018.

  • Viking Fund Management reported no remaining United Bankshares position as of Q1 2018 after selling out during the quarter.
  • Viking Fund Management sold 29,000 United Bankshares shares in Q1 2018, an estimated $1.01M.
  • Viking Fund Management first reported a position in United Bankshares in Q1 2017 and held it in 4 quarters.
  • Viking Fund Management's United Bankshares position peaked at $3.3M in Q1 2017.
  • 253 funds tracked by Wall St. Rank held United Bankshares as of Q1 2018.

Based on Viking Fund Management's 13F filing for Q1 2018, filed 12 Apr 2018.