United Bank Buys FlexShares STOXX Global Broad Infrastructure Index, Schwab US Dividend Equity ETF, SPDR Dividend ETF, Sells First Trust Morningstar Dividend Leaders Index Fun, Bank of America Corp, Chevron Corp

Investment company United Bank (Current Portfolio) buys FlexShares STOXX Global Broad Infrastructure Index, Schwab US Dividend Equity ETF, SPDR Dividend ETF, SPDR S&P Global Natural Resources ETF, Southern Co, sells First Trust Morningstar Dividend Leaders Index Fun, Bank of America Corp, Chevron Corp, Allstate Corp, Oracle Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, United Bank. As of 2021Q3, United Bank owns 85 stocks with a total value of $158 million. These are the details of the buys and sells.

For the details of United Bank's stock buys and sells, go to https://www.gurufocus.com/guru/united+bank/current-portfolio/portfolio

These are the top 5 holdings of United Bank
  1. Vanguard Real Estate Index Fund ETF (VNQ) - 71,995 shares, 4.65% of the total portfolio. Shares reduced by 2.51%
  2. SPDR S&P Global Natural Resources ETF (GNR) - 138,004 shares, 4.49% of the total portfolio. Shares added by 33.12%
  3. Apple Inc (AAPL) - 43,948 shares, 3.94% of the total portfolio. Shares added by 1.73%
  4. Microsoft Corp (MSFT) - 18,996 shares, 3.40% of the total portfolio. Shares added by 1.58%
  5. FlexShares STOXX Global Broad Infrastructure Index (NFRA) - 93,253 shares, 3.30% of the total portfolio. New Position
New Purchase: FlexShares STOXX Global Broad Infrastructure Index (NFRA)

United Bank initiated holding in FlexShares STOXX Global Broad Infrastructure Index. The purchase prices were between $55.78 and $59.28, with an estimated average price of $57.71. The stock is now traded at around $57.880000. The impact to a portfolio due to this purchase was 3.3%. The holding were 93,253 shares as of 2021-09-30.

New Purchase: Schwab US Dividend Equity ETF (SCHD)

United Bank initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $73.64 and $77.51, with an estimated average price of $75.71. The stock is now traded at around $79.140000. The impact to a portfolio due to this purchase was 2.25%. The holding were 47,753 shares as of 2021-09-30.

New Purchase: Masco Corp (MAS)

United Bank initiated holding in Masco Corp. The purchase prices were between $55.05 and $62.93, with an estimated average price of $59.33. The stock is now traded at around $66.710000. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,899 shares as of 2021-09-30.

Added: SPDR Dividend ETF (SDY)

United Bank added to a holding in SPDR Dividend ETF by 452.78%. The purchase prices were between $117.12 and $124.88, with an estimated average price of $121.74. The stock is now traded at around $126.810000. The impact to a portfolio due to this purchase was 2.01%. The holding were 32,968 shares as of 2021-09-30.

Added: SPDR S&P Global Natural Resources ETF (GNR)

United Bank added to a holding in SPDR S&P Global Natural Resources ETF by 33.12%. The purchase prices were between $49.31 and $53.73, with an estimated average price of $52.04. The stock is now traded at around $54.610000. The impact to a portfolio due to this purchase was 1.12%. The holding were 138,004 shares as of 2021-09-30.

Added: Southern Co (SO)

United Bank added to a holding in Southern Co by 37.54%. The purchase prices were between $61.34 and $67.32, with an estimated average price of $64.37. The stock is now traded at around $61.890000. The impact to a portfolio due to this purchase was 0.39%. The holding were 36,303 shares as of 2021-09-30.

Added: NVIDIA Corp (NVDA)

United Bank added to a holding in NVIDIA Corp by 41.50%. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $303.900000. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,228 shares as of 2021-09-30.

Added: The Energy Select Sector SPDR Fund (XLE)

United Bank added to a holding in The Energy Select Sector SPDR Fund by 22.29%. The purchase prices were between $45.24 and $54.15, with an estimated average price of $49.03. The stock is now traded at around $57.550000. The impact to a portfolio due to this purchase was 0.18%. The holding were 29,823 shares as of 2021-09-30.

Added: Adobe Inc (ADBE)

United Bank added to a holding in Adobe Inc by 37.30%. The purchase prices were between $575.72 and $666.59, with an estimated average price of $629.42. The stock is now traded at around $657.600000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,351 shares as of 2021-09-30.

Sold Out: Bank of America Corp (BAC)

United Bank sold out a holding in Bank of America Corp. The sale prices were between $36.93 and $43.26, with an estimated average price of $40.31.



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