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Well Done LLC’s United Bankshares UBSI Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-572
Closed -$18K – 610
2018
Q4 		$18K Buy
+572
New +$19.3K 0.01% 384
2018
Q2 		– Sell
-383
Closed -$14K – 486
2018
Q1 		$14K Buy
+383
New +$13.9K ﹤0.01% 391

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBV
United Bank (Virginia) Vienna, Virginia $781M AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Well Done LLC's UBSI Position: Q1 2019 in Review

Well Done LLC sold out of United Bankshares (UBSI) in Q1 2019, closing a stake of 572 shares — an estimated $18K sold.

Well Done LLC first reported a position in UBSI in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2018. 266 funds tracked by Wall St. Rank hold UBSI as of Q1 2019.

  • Well Done LLC reported no remaining United Bankshares position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 572 United Bankshares shares in Q1 2019, an estimated $18K.
  • Well Done LLC first reported a position in United Bankshares in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's United Bankshares position peaked at $18K in Q4 2018.
  • 266 funds tracked by Wall St. Rank held United Bankshares as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.