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Wealthfront’s United Bankshares UBSI Stock Holding History

Wealthfront’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
-346
Closed -$13K – 1005
2015
Q3 		$13K Buy
346
+110
+47% +$4.32K ﹤0.01% 888
2015
Q2 		$9K Buy
236
+165
+232% +$6.31K ﹤0.01% 883
2015
Q1 		$3K Buy
71
+70
+7,000% +$2.56K ﹤0.01% 943
2014
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 989

Other funds holding UBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
EARNEST Partners
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's UBSI Position: Q4 2015 in Review

Wealthfront sold out of United Bankshares (UBSI) in Q4 2015, closing a stake of 346 shares — an estimated $13K sold.

Wealthfront first reported a position in UBSI in Q4 2014 and held it in 4 quarters. The position peaked at $13K in Q3 2015. 211 funds tracked by Wall St. Rank hold UBSI as of Q4 2015.

  • Wealthfront reported no remaining United Bankshares position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 346 United Bankshares shares in Q4 2015, an estimated $13K.
  • Wealthfront first reported a position in United Bankshares in Q4 2014 and held it in 4 quarters.
  • Wealthfront's United Bankshares position peaked at $13K in Q3 2015.
  • 211 funds tracked by Wall St. Rank held United Bankshares as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.