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Visionary Asset Management’s United Bankshares UBSI Stock Holding History

Visionary Asset 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
Q4 		– Sell
-10,457
Closed -$384K – 269
2018
Q3 		$384K Buy
10,457
+1,080
+12% +$41K 0.12% 157
2018
Q2 		$341K Buy
+9,377
New +$336K 0.11% 139

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return

Visionary Asset Management's UBSI Position: Q4 2018 in Review

Visionary Asset Management sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 10,457 shares — an estimated $384K sold.

Visionary Asset Management first reported a position in UBSI in Q2 2018 and held it in 2 quarters. The position peaked at $384K in Q3 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • Visionary Asset Management reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 10,457 United Bankshares shares in Q4 2018, an estimated $384K.
  • Visionary Asset Management first reported a position in United Bankshares in Q2 2018 and held it in 2 quarters.
  • Visionary Asset Management's United Bankshares position peaked at $384K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.