United Bank Buys iShares Core S&P Small-Cap, Vanguard Mid-Cap, Corning Inc, Sells iShares Emerging Markets Dividend Index Fund Excha, iShares MSCI Emerging Index Fund, iShares Select Dividend ETF

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May 14, 2020
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Investment company United Bank (Current Portfolio) buys iShares Core S&P Small-Cap, Vanguard Mid-Cap, Corning Inc, Vanguard Real Estate, Vanguard Value, sells iShares Emerging Markets Dividend Index Fund Excha, iShares MSCI Emerging Index Fund, iShares Select Dividend ETF, DuPont de Nemours Inc, Zimmer Biomet Holdings Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, United Bank . As of 2020Q1, United Bank owns 119 stocks with a total value of $458 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. iShares Core S&P Small-Cap (IJR) - 676,445 shares, 8.28% of the total portfolio. Shares added by 37.06%
  2. Hubbell Inc (HUBB) - 264,916 shares, 6.63% of the total portfolio.
  3. iShares 7-10 Year Treasury Bond ETF (IEF) - 222,147 shares, 5.89% of the total portfolio. Shares added by 9.75%
  4. United Bankshares Inc (UBSI) - 1,083,357 shares, 5.45% of the total portfolio. Shares added by 0.45%
  5. Microsoft Corp (MSFT) - 125,469 shares, 4.32% of the total portfolio. Shares reduced by 8.77%
Added: iShares Core S&P Small-Cap (IJR)

United Bank added to a holding in iShares Core S&P Small-Cap by 37.06%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $57.01. The impact to a portfolio due to this purchase was 2.24%. The holding were 676,445 shares as of .

Added: Vanguard Mid-Cap (VO)

United Bank added to a holding in Vanguard Mid-Cap by 56.13%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $145.51. The impact to a portfolio due to this purchase was 0.56%. The holding were 54,190 shares as of .

Added: Corning Inc (GLW)

United Bank added to a holding in Corning Inc by 32.20%. The purchase prices were between $17.75 and $30.4, with an estimated average price of $26.23. The stock is now traded at around $19.68. The impact to a portfolio due to this purchase was 0.42%. The holding were 384,441 shares as of .

Added: Vanguard Real Estate (VNQ)

United Bank added to a holding in Vanguard Real Estate by 135.29%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $68.48. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,929 shares as of .

Added: Vanguard Value (VTV)

United Bank added to a holding in Vanguard Value by 21.12%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $93.61. The impact to a portfolio due to this purchase was 0.09%. The holding were 26,664 shares as of .

Sold Out: iShares Select Dividend ETF (DVY)

United Bank sold out a holding in iShares Select Dividend ETF. The sale prices were between $61.82 and $105.84, with an estimated average price of $94.35.

Sold Out: DuPont de Nemours Inc (DD)

United Bank sold out a holding in DuPont de Nemours Inc. The sale prices were between $28.46 and $64.2, with an estimated average price of $49.25.

Sold Out: iShares Russell Mid-cap Value (IWS)

United Bank sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $53.85 and $95.87, with an estimated average price of $84.73.

Sold Out: CVS Health Corp (CVS)

United Bank sold out a holding in CVS Health Corp. The sale prices were between $52.3 and $76.05, with an estimated average price of $67.09.

Sold Out: Illinois Tool Works Inc (ITW)

United Bank sold out a holding in Illinois Tool Works Inc. The sale prices were between $118.09 and $190, with an estimated average price of $170.51.

Sold Out: Texas Instruments Inc (TXN)

United Bank sold out a holding in Texas Instruments Inc. The sale prices were between $93.5 and $134.25, with an estimated average price of $120.51.

Reduced: iShares Emerging Markets Dividend Index Fund Excha (DVYE)

United Bank reduced to a holding in iShares Emerging Markets Dividend Index Fund Excha by 54.43%. The sale prices were between $25.61 and $41.45, with an estimated average price of $35.96. The stock is now traded at around $29.95. The impact to a portfolio due to this sale was -0.36%. United Bank still held 42,670 shares as of .

Reduced: iShares MSCI Emerging Index Fund (EEM)

United Bank reduced to a holding in iShares MSCI Emerging Index Fund by 41.81%. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.17. The impact to a portfolio due to this sale was -0.15%. United Bank still held 27,536 shares as of .

Reduced: Zimmer Biomet Holdings Inc (ZBH)

United Bank reduced to a holding in Zimmer Biomet Holdings Inc by 20.14%. The sale prices were between $80.63 and $160.4, with an estimated average price of $135.85. The stock is now traded at around $111.83. The impact to a portfolio due to this sale was -0.06%. United Bank still held 9,809 shares as of .

Reduced: Mastercard Inc (MA)

United Bank reduced to a holding in Mastercard Inc by 38.79%. The sale prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $274.03. The impact to a portfolio due to this sale was -0.03%. United Bank still held 860 shares as of .

Reduced: WisdomTree International SmallCap Fund (DLS)

United Bank reduced to a holding in WisdomTree International SmallCap Fund by 28.55%. The sale prices were between $41.82 and $71.22, with an estimated average price of $61.92. The stock is now traded at around $50.35. The impact to a portfolio due to this sale was -0.03%. United Bank still held 6,285 shares as of .

Reduced: Mondelez International Inc (MDLZ)

United Bank reduced to a holding in Mondelez International Inc by 23.69%. The sale prices were between $41.93 and $59.68, with an estimated average price of $54.28. The stock is now traded at around $49.70. The impact to a portfolio due to this sale was -0.01%. United Bank still held 4,507 shares as of .



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