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WFG Advisors’s United Bankshares UBSI Stock Holding History

WFG 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
2017
Q2 		$22K Buy
567
+487
+609% +$19.3K 0.01% 933
2017
Q1 		$3K Hold
80
– – ﹤0.01% 1296
2016
Q4 		$4K Hold
80
– – ﹤0.01% 1321
2016
Q3 		$3K Hold
80
– – ﹤0.01% 1363
2016
Q2 		$3K Buy
80
+1
+1% +$38 ﹤0.01% 1344
2016
Q1 		$3K Hold
79
– – ﹤0.01% 1293
2015
Q4 		$3K Buy
+79
New +$3.12K ﹤0.01% 1316

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's UBSI Position: Q2 2017 in Review

WFG Advisors increased its United Bankshares (UBSI) stake by 609% in Q2 2017, buying an estimated $19.3K and bringing the position to 567 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #933.

WFG Advisors first reported a position in UBSI in Q4 2015 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold UBSI as of Q2 2017.

  • WFG Advisors held 567 shares of United Bankshares worth $22K as of Q2 2017.
  • WFG Advisors bought 487 United Bankshares shares in Q2 2017, an estimated $19.3K.
  • United Bankshares made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #933 holding.
  • WFG Advisors first reported a position in United Bankshares in Q4 2015 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held United Bankshares as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.