Wellington Management Group
UBOH

Wellington Management Group’s United Bancshares Inc/OH UBOH Stock Holding History

Wellington Management Group’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-54,674
Closed -$735K – 2327
2014
Q2 		$735K Sell
54,674
-1,413
-3% -$20.4K ﹤0.01% 1891
2014
Q1 		$881K Sell
56,087
-359
-0.6% -$5.51K ﹤0.01% 1853
2013
Q4 		$808K Hold
56,446
– – ﹤0.01% 1880
2013
Q3 		$712K Buy
56,446
+15,096
+37% +$188K ﹤0.01% 1885
2013
Q2 		$487K Buy
+41,350
New +$492K ﹤0.01% 1932

Other funds holding UBOH

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group's UBOH Position: Q3 2014 in Review

Wellington Management Group sold out of United Bancshares Inc/OH (UBOH) in Q3 2014, closing a stake of 54,674 shares — an estimated $735K sold.

Wellington Management Group first reported a position in UBOH in Q2 2013 and held it in 5 quarters. The position peaked at $881K in Q1 2014. 14 funds tracked by Wall St. Rank hold UBOH as of Q3 2014.

  • Wellington Management Group reported no remaining United Bancshares Inc/OH position as of Q3 2014 after selling out during the quarter.
  • Wellington Management Group sold 54,674 United Bancshares Inc/OH shares in Q3 2014, an estimated $735K.
  • Wellington Management Group first reported a position in United Bancshares Inc/OH in Q2 2013 and held it in 5 quarters.
  • Wellington Management Group's United Bancshares Inc/OH position peaked at $881K in Q1 2014.
  • 14 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q3 2014.

Based on Wellington Management Group's 13F filing for Q3 2014, filed 14 Nov 2014.