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WBI Investments’s United Bankshares UBSI Stock Holding History

WBI Investments’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
-157,294
Closed -$5.72M – 224
2018
Q3 		$5.72M Sell
157,294
-113,659
-42% -$4.31M 0.31% 66
2018
Q2 		$9.86M Buy
+270,953
New +$9.7M 0.52% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return

WBI Investments's UBSI Position: Q4 2018 in Review

WBI Investments sold out of United Bankshares (UBSI) in Q4 2018, closing a stake of 157,294 shares — an estimated $5.72M sold.

WBI Investments first reported a position in UBSI in Q2 2018 and held it in 2 quarters. The position peaked at $9.86M in Q2 2018. 256 funds tracked by Wall St. Rank hold UBSI as of Q4 2018.

  • WBI Investments reported no remaining United Bankshares position as of Q4 2018 after selling out during the quarter.
  • WBI Investments sold 157,294 United Bankshares shares in Q4 2018, an estimated $5.72M.
  • WBI Investments first reported a position in United Bankshares in Q2 2018 and held it in 2 quarters.
  • WBI Investments's United Bankshares position peaked at $9.86M in Q2 2018.
  • 256 funds tracked by Wall St. Rank held United Bankshares as of Q4 2018.

Based on WBI Investments's 13F filing for Q4 2018, filed 11 Feb 2019.