Waverly Advisors’s United Bankshares UBSI Stock Holding History

Waverly 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
2015 Q4	–	Sell	-560	Closed	-$21K	–	376
2015 Q3	$21K	Buy	+560	New	+$22K	0.01%	266

Other funds holding UBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York $544B AUM 28.31% 1-Year Est. Return

Waverly Advisors's UBSI Position: Q4 2015 in Review

Waverly Advisors sold out of United Bankshares (UBSI) in Q4 2015, closing a stake of 560 shares — an estimated $21K sold.

Waverly Advisors first reported a position in UBSI in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 211 funds tracked by Wall St. Rank hold UBSI as of Q4 2015.

Waverly Advisors reported no remaining United Bankshares position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 560 United Bankshares shares in Q4 2015, an estimated $21K.
Waverly Advisors first reported a position in United Bankshares in Q3 2015 and held it in 1 quarter.
Waverly Advisors's United Bankshares position peaked at $21K in Q3 2015.
211 funds tracked by Wall St. Rank held United Bankshares as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.