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Wagner Wealth Management (South Carolina)’s United Bankshares UBSI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
32
– – ﹤0.01% 661
2018
Q2 		$1K Hold
32
– – ﹤0.01% 631
2018
Q1 		$1K Buy
+32
New +$1.16K ﹤0.01% 589

Other funds holding UBSI

BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s UBSI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its United Bankshares (UBSI) position steady in Q3 2018 at 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Wagner Wealth Management (South Carolina) first reported a position in UBSI in Q1 2018 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UBSI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 32 shares of United Bankshares worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its United Bankshares share count unchanged in Q3 2018.
  • United Bankshares made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #661 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in United Bankshares in Q1 2018 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held United Bankshares as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.