United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UBSI, HUBB, IJH, AAPL, Dowdupont, and represent 38.47% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: Dowdupont (+$7.4M), UBSI, MCD, IJR, IJH, LLY, SLB, UNH, Symantec Corporation, T.
- Started 5 new stock positions in LLY, SLB, Symantec Corporation, UNH, Dowdupont.
- Reduced shares in these 10 stocks: Dow Chemical Company (-$5.1M), F, E.I. du Pont de Nemours & Company, PRU, VTI, HD, GIS, PM, BIV, MA.
- Sold out of its positions in Dow Chemical Company, E.I. du Pont de Nemours & Company.
- United Bank was a net buyer of stock by $6.7M.
- United Bank has $252M in assets under management (AUM), dropping by 5.83%.
- Central Index Key (CIK): 0001044330
Portfolio Holdings for United Bank
United Bank holds 110 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Bankshares (UBSI) | 14.5 | $37M | +11% | 984k | 37.15 |
|
| Hubbell (HUBB) | 12.3 | $31M | 267k | 116.01 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 5.1 | $13M | +11% | 72k | 178.90 |
|
| Apple (AAPL) | 3.6 | $9.0M | 58k | 154.12 |
|
|
| Dowdupont | 2.9 | $7.4M | NEW | 106k | 69.23 |
|
| Abbott Laboratories (ABT) | 2.8 | $7.1M | 133k | 53.36 |
|
|
| Chevron Corporation (CVX) | 2.8 | $7.1M | 60k | 117.50 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $7.0M | 94k | 74.49 |
|
|
| At&t (T) | 2.8 | $6.9M | +2% | 177k | 39.17 |
|
| United Parcel Service (UPS) | 2.5 | $6.2M | 52k | 120.09 |
|
|
| International Paper Company (IP) | 2.3 | $5.9M | +2% | 103k | 56.82 |
|
| Cisco Systems (CSCO) | 2.3 | $5.8M | 174k | 33.63 |
|
|
| Raytheon Company | 2.2 | $5.5M | 29k | 186.59 |
|
|
| Union Pacific Corporation (UNP) | 2.1 | $5.4M | 46k | 115.97 |
|
|
| Amgen (AMGN) | 2.1 | $5.3M | 28k | 186.44 |
|
|
| McDonald's Corporation (MCD) | 1.9 | $4.9M | +98% | 31k | 156.68 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.8 | $4.5M | 170k | 26.75 |
|
|
| Merck & Co (MRK) | 1.8 | $4.5M | 71k | 64.03 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 1.6 | $4.1M | 32k | 129.53 |
|
|
| Exxon Mobil Corporation (XOM) | 1.6 | $4.1M | 50k | 81.98 |
|
|
| Qualcomm (QCOM) | 1.6 | $4.1M | +3% | 79k | 51.84 |
|
| BB&T Corporation | 1.3 | $3.3M | 70k | 46.95 |
|
|
| Hollyfrontier Corp | 1.2 | $3.0M | 85k | 35.97 |
|
|
| Procter & Gamble Company (PG) | 1.2 | $3.0M | 33k | 90.99 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 18k | 129.98 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.9 | $2.3M | 9.2k | 251.21 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.3M | 24k | 95.46 |
|
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.9 | $2.2M | 26k | 84.65 |
|
|
| Air Products & Chemicals (APD) | 0.8 | $2.0M | 13k | 151.25 |
|
|
| 3M Company (MMM) | 0.8 | $2.0M | 9.5k | 209.75 |
|
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.7 | $1.8M | 32k | 54.73 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.7 | $1.7M | +493% | 22k | 74.22 |
|
| Dominion Resources (D) | 0.5 | $1.3M | 17k | 76.92 |
|
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $1.2M | 3.7k | 326.28 |
|
|
| Pfizer (PFE) | 0.5 | $1.2M | 33k | 35.70 |
|
|
| Philip Morris International (PM) | 0.5 | $1.1M | -4% | 10k | 111.04 |
|
| Ford Motor Company (F) | 0.5 | $1.1M | -78% | 94k | 11.97 |
|
| Coca-Cola Company (KO) | 0.4 | $1.1M | 25k | 45.03 |
|
|
| General Electric Company | 0.4 | $1.1M | 44k | 24.18 |
|
|
| iShares Russell 2000 Index (IWM) | 0.4 | $1.0M | 6.9k | 148.15 |
|
|
| Honeywell International (HON) | 0.4 | $1.0M | 7.1k | 141.74 |
|
|
| Vanguard Short-Term Bond ETF (BSV) | 0.4 | $1.0M | 13k | 79.79 |
|
|
| Fortis (FTS) | 0.4 | $1.0M | 28k | 35.76 |
|
|
| Rockwell Automation (ROK) | 0.4 | $934k | 5.2k | 178.14 |
|
|
| Prudential Financial (PRU) | 0.3 | $881k | -10% | 8.3k | 106.35 |
|
| Intel Corporation (INTC) | 0.3 | $864k | 23k | 38.05 |
|
|
| Abbvie (ABBV) | 0.3 | $856k | 9.7k | 88.55 |
|
|
| Home Depot (HD) | 0.3 | $818k | -6% | 5.0k | 163.72 |
|
| Natural Resource Partners miscellaneous-ltd partnerships (NRP) | 0.3 | $796k | 32k | 24.75 |
|
|
| Altria (MO) | 0.3 | $789k | 12k | 63.50 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $750k | 6.0k | 125.00 |
|
|
| Corning Incorporated (GLW) | 0.3 | $732k | 24k | 29.92 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $609k | 635.00 | 958.82 |
|
|
| United Technologies Corporation | 0.2 | $575k | 5.0k | 116.08 |
|
|
| Owens Corning (OC) | 0.2 | $564k | 7.3k | 77.40 |
|
|
| Visa (V) | 0.2 | $554k | -4% | 5.3k | 105.25 |
|
| Vanguard REIT ETF (VNQ) | 0.2 | $554k | +4% | 6.7k | 83.05 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $562k | 577.00 | 973.74 |
|
|
| PPG Industries (PPG) | 0.2 | $525k | -2% | 4.8k | 108.60 |
|
| Duke Energy (DUK) | 0.2 | $528k | 6.3k | 83.33 |
|
|
| Verizon Communications (VZ) | 0.2 | $502k | -3% | 10k | 49.40 |
|
| Celgene Corporation | 0.2 | $493k | 3.4k | 145.64 |
|
|
| City Holding Company (CHCO) | 0.2 | $476k | 6.6k | 72.49 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $480k | 2.4k | 197.21 |
|
|
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $465k | +4% | 5.0k | 93.68 |
|
| CSX Corporation (CSX) | 0.2 | $419k | 7.7k | 54.29 |
|
|
| iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $440k | 1.3k | 333.84 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $435k | 1.9k | 223.77 |
|
|
| Vanguard Large-Cap ETF (VV) | 0.2 | $420k | 3.6k | 115.51 |
|
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $431k | +2% | 3.8k | 113.57 |
|
| Kraft Heinz (KHC) | 0.2 | $424k | -3% | 5.5k | 77.48 |
|
| Antero Res (AR) | 0.2 | $407k | 21k | 19.89 |
|
|
| Consolidated Edison (ED) | 0.1 | $373k | -2% | 4.6k | 81.00 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $374k | 5.9k | 63.74 |
|
|
| PowerShares QQQ Trust, Series 1 | 0.1 | $378k | 2.6k | 145.38 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $374k | 2.7k | 141.13 |
|
|
| Premier Financial Ban | 0.1 | $370k | 17k | 21.76 |
|
|
| Berkshire Hathaway (BRK.B) | 0.1 | $340k | -9% | 1.9k | 183.19 |
|
| International Business Machines (IBM) | 0.1 | $364k | 2.5k | 145.24 |
|
|
| Nike (NKE) | 0.1 | $350k | -4% | 6.7k | 51.92 |
|
| Cognizant Technology Solutions (CTSH) | 0.1 | $331k | -3% | 4.6k | 72.56 |
|
| Walt Disney Company (DIS) | 0.1 | $326k | 3.3k | 98.65 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $316k | 3.9k | 81.28 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $316k | 2.7k | 115.38 |
|
|
| Allstate Corporation (ALL) | 0.1 | $315k | 3.4k | 91.94 |
|
|
| General Mills (GIS) | 0.1 | $322k | -13% | 6.2k | 51.76 |
|
| Pepsi (PEP) | 0.1 | $329k | 3.0k | 111.28 |
|
|
| National Fuel Gas (NFG) | 0.1 | $328k | 5.9k | 55.97 |
|
|
| iShares Russell 3000 Index (IWV) | 0.1 | $316k | 2.1k | 149.41 |
|
|
| Facebook Inc cl a (META) | 0.1 | $320k | 1.9k | 170.81 |
|
|
| Mondelez Int (MDLZ) | 0.1 | $339k | -3% | 8.3k | 40.63 |
|
| Southern Company (SO) | 0.1 | $305k | 6.3k | 48.33 |
|
|
| priceline.com Incorporated | 0.1 | $312k | -4% | 172.00 | 1814.81 |
|
| iShares Russell Midcap Value Index (IWS) | 0.1 | $312k | 3.7k | 85.01 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $289k | -9% | 6.8k | 42.44 |
|
| Norfolk Southern (NSC) | 0.1 | $287k | 2.2k | 131.78 |
|
|
| T. Rowe Price (TROW) | 0.1 | $288k | -7% | 3.2k | 90.09 |
|
| Amazon (AMZN) | 0.1 | $287k | 299.00 | 959.87 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $274k | 2.6k | 106.38 |
|
|
| U.S. Bancorp (USB) | 0.1 | $253k | 4.8k | 53.16 |
|
|
| American Electric Power Company (AEP) | 0.1 | $245k | 3.5k | 70.00 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $244k | 5.1k | 48.32 |
|
|
| MasterCard Incorporated (MA) | 0.1 | $236k | -13% | 1.7k | 141.32 |
|
| Harley-Davidson (HOG) | 0.1 | $217k | 4.5k | 48.22 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $207k | NEW | 2.4k | 85.51 |
|
| Schlumberger (SLB) | 0.1 | $202k | NEW | 2.9k | 69.82 |
|
| Symantec Corporation | 0.1 | $200k | NEW | 6.1k | 32.79 |
|
| UnitedHealth (UNH) | 0.1 | $201k | NEW | 1.0k | 196.10 |
|
| Eca Marcellus Trust I (ECTM) | 0.1 | $149k | 68k | 2.20 |
|
|
| ProtoKinetix (PKTX) | 0.0 | $13k | 219k | 0.06 |
|
Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2011
- United Bank 2017 Q3 filed Oct. 26, 2017
- United Bank 2017 Q2 filed July 18, 2017
- United Bank 2017 Q1 filed May 9, 2017
- United Bank 2016 Q4 filed Jan. 30, 2017
- United Bank 2016 Q3 filed Nov. 10, 2016
- United Bank 2016 Q2 filed July 22, 2016
- United Bank 2016 Q1 filed April 28, 2016
- United Bank 2015 Q4 filed Jan. 22, 2016
- United Bank 2015 Q3 filed Oct. 30, 2015
- United Bank 2015 Q2 filed July 21, 2015
- United Bank 2015 Q1 filed April 27, 2015
- United Bank 2014 Q4 filed Feb. 10, 2015
- United Bank 2014 Q3 filed Oct. 29, 2014
- United Bank 2014 Q2 filed July 18, 2014
- United Bank 2014 Q1 filed May 9, 2014
- United Bank 2013 Q4 filed Jan. 16, 2014