UB
United Bank, Inc. Historical SEC 13F Holdings & Archive (Q3 2017)
United Bank, Inc.CIK: 0001044330
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$251.6M
Reporting period: 2017-09-30 · Number of holdings: 214
UNITED BANK, INC. disclosed 214 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of $251.6M and a quarterly turnover rate of 15.2%.
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Personality snowflake
- Concentration
- 20.2
- Portfolio Stability
- 15.18
- Momentum
- 100
- Sector conviction
- 52.66
- Diversification
- 100
- Sizing Uniformity
- 78.56
United Bank, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 214 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.14), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 39% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim F
-78.2% -$3.7M
Add MCD
+98.7% $2.5M
Add IJR
+493.1% $1.4M
Trim HUBB
0.0% $760.0K
Add IJH
+11.3% $1.6M
Add HFCUSD
-1.0% $694.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 110 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UBSI | United Bankshares Inc | Stock-Financials | 14.53% | -0.06% | +11.21% | |
| 2 | HUBB | Hubbell Inc | Stock-Industrials | 12.31% | -0.40% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.14% | +0.39% | +11.31% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.06% | +0.62% | |
| 5 | DD | DuPont de Nemours, Inc. | Stock-Other | 2.92% | +2.92% | NEW | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 2.81% | +0.12% | +0.74% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.81% | +0.20% | +1.28% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | +0.08% | +0.70% | |
| 9 | T | At&t Inc | Stock-Comm Services | 2.76% | +0.02% | +2.63% | |
| 10 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.48% | +0.10% | +1.38% | |
| 11 | IP | International Paper Co | Stock-Consumer Disc | 2.33% | -0.08% | +2.04% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.32% | +0.07% | +1.38% | |
| 13 | RTN1USD | Raytheon Company | Stock-Other | 2.17% | +0.18% | +0.04% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 2.14% | +0.04% | +1.35% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 2.09% | +0.07% | +1.00% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.95% | +0.94% | +98.74% | |
| 17 | CTRA | Coterra Energy Inc | Stock-Energy | 1.81% | +0.04% | +1.27% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.80% | -0.08% | +1.41% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | -0.05% | -1.62% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | — | -0.37% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.62% | -0.14% | +3.83% | |
| 22 | BBTUSD | Bb&t CORP | Stock-Other | 1.30% | -0.03% | — | |
| 23 | HFCUSD | Hollyfrontier CORP | Stock-Other | 1.21% | +0.22% | -1.01% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.02% | -0.08% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.02% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.02% | — | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.87% | — | -1.61% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.80% | — | — | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.79% | — | -0.09% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.70% | -0.02% | -1.62% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.55% | +493.09% | |
| 33 | D | Dominion Energy Inc | Stock-Utilities | 0.53% | — | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.48% | — | — | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | +0.01% | +0.31% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.07% | -4.04% | |
| 37 | F | Ford Motor Co | Stock-Consumer Disc | 0.45% | -1.57% | -78.19% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | — | — | |
| 39 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.42% | -0.08% | +0.17% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | — | — | |
| 41 | FTS | Fortis Inc | Stock-Utilities | 0.40% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | — | -1.61% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | — | — | |
| 44 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.37% | +0.01% | — | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.35% | -0.07% | -10.86% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.34% | +0.02% | +0.89% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.05% | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | -6.11% | |
| 49 | NRP | Natural Resource Partners LP | Stock-Other | 0.32% | -0.05% | — | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.09% | -1.52% |
1–50 of 110
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q3 | 214 | $251.6M | 15 | ||
| 2017 Q2 | 211 | $237.7M | 14 | ||
| 2017 Q1 | 212 | $229.5M | 11 | ||
| 2016 Q4 | 207 | $226.4M | 15 | ||
| 2016 Q3 | 205 | $217.9M | 7 | ||
| 2016 Q2 | 202 | $217.8M | 13 | ||
| 2016 Q1 | 222 | $218.7M | 22 | ||
| 2015 Q4 | 210 | $209.0M | 38 | ||
| 2015 Q3 | 202 | $193.2M | 22 | ||
| 2015 Q2 | 200 | $226.0M | 17 | ||
| 2015 Q1 | 213 | $236.3M | 23 | ||
| 2014 Q4 | 232 | $269.8M | 12 | ||
| 2014 Q3 | 234 | $264.5M | 13 | ||
| 2014 Q2 | 221 | $266.8M | 9 | ||
| 2014 Q1 | 225 | $254.6M | 18 | ||
| 2013 Q4 | 228 | $251.7M | 9 | ||
| 2013 Q3 | 239 | $233.3M | 10 | ||
| 2013 Q2 | 227 | $221.6M | 0 |
Holding changes this quarter
United Bank, Inc.'s most significant position changes for 2017-09-30: New buy: DuPont de Nemours, Inc. (DD); Sold out: Dow Inc. (DOW); Sold out: Duke Energy Corporation (DUK); New buy: Eli Lilly & Co (LLY); New buy: Slb LTD (SLB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +0.9% | +98.74% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.6% | +493.09% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +11.31% | Add |
| 4 | HFCUSD | Hollyfrontier CORP | +0.2% | -1.01% | Trim |
| 5 | CVX | Chevron CORP | +0.2% | +1.28% | Add |
| 6 | RTN1USD | Raytheon Company | +0.2% | +0.04% | Add |
| 7 | ABT | Abbott Laboratories | +0.1% | +0.74% | Add |
| 8 | UPS | United Parcel Service-cl B | +0.1% | +1.38% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | +0.70% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +1.38% | Add |
| 11 | AMGN | Amgen Inc | +0.1% | +1.00% | Add |
| 12 | AAPL | Apple Inc | +0.1% | +0.62% | Add |
| 13 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 14 | UNP | Union Pacific CORP | 0% | +1.35% | Add |
| 15 | CTRA | Coterra Energy Inc | 0% | +1.27% | Add |
| 16 | T | At&t Inc | 0% | +2.63% | Add |
| 17 | INTC | Intel CORP | 0% | +0.89% | Add |
| 18 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 19 | OC | Owens Corning | 0% | — | Unchanged |
| 20 | PFE | Pfizer Inc | 0% | +0.31% | Add |
| 21 | CELG | Celgene CORP | 0% | — | Unchanged |
| 22 | APD | Air Products & Chemicals Inc | — | — | Unchanged |
| 23 | HON | Honeywell International Inc | — | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | 0% | -0.08% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | -1.62% | Trim |
| 28 | BBTUSD | Bb&t CORP | 0% | — | Unchanged |
| 29 | KHC | Kraft Heinz Co/the | 0% | -3.54% | Trim |
| 30 | GIS | General Mills Inc | 0% | -13.83% | Trim |
| 31 | NKE | Nike Inc -cl B | 0% | -4.85% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.62% | Trim |
| 33 | NRP | Natural Resource Partners LP | -0.1% | — | Unchanged |
| 34 | UBSI | United Bankshares Inc | -0.1% | +11.21% | Add |
| 35 | PRU | Prudential Financial Inc | -0.1% | -10.86% | Trim |
| 36 | PM | Philip Morris International | -0.1% | -4.04% | Trim |
| 37 | IP | International Paper Co | -0.1% | +2.04% | Add |
| 38 | AEP | American Electric Power Company, Inc. | -0.1% | +0.17% | Add |
| 39 | MRK | Merck & Co. Inc. | -0.1% | +1.41% | Add |
| 40 | MO | Altria Group Inc | -0.1% | -1.52% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.1% | +3.83% | Add |
| 42 | HUBB | Hubbell Inc | -0.4% | — | Unchanged |
| 43 | F | Ford Motor Co | -1.6% | -78.19% | Trim |
| 44 | DD | DuPont de Nemours, Inc. | — | NEW | New buy |
| 45 | DOW | Dow Inc. | — | EXIT | Sold out |
| 46 | DUK | Duke Energy Corporation | — | EXIT | Sold out |
| 47 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 48 | SLB | Slb LTD | — | NEW | New buy |
| 49 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 50 | SYMCEUR | Symantec CORP | — | NEW | New buy |
Filing History
FAQ
What is United Bank, Inc. and what type of investor is it?
United Bank, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-09-30), the firm manages a tracked equity portfolio valued at approximately $251.6M, spread across 214 disclosed positions.
What are United Bank, Inc.'s largest equity positions?
Based on the latest 13F filing, United Bank, Inc.'s top holdings by market value are:
1. United Bankshares Inc (UBSI) — $36.5M (14.5%)
2. Hubbell Inc (HUBB) — $31.0M (12.3%)
3. Ishares Core S&p Midcap ETF (IJH) — $12.9M (5.1%)
4. Apple Inc (AAPL) — $9.0M (3.6%)
5. DuPont de Nemours, Inc. (DD) — $7.4M (2.9%)
What changes did United Bank, Inc. make in its most recent portfolio filing?
In the latest reported quarter, United Bank, Inc. made 39 notable position adjustments: 5 new positions were initiated, 21 existing holdings were added to, 11 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: DuPont de Nemours, Inc. (DD); Sold out: Dow Inc. (DOW); Sold out: Duke Energy Corporation (DUK); New buy: Eli Lilly & Co (LLY); New buy: Slb LTD (SLB)
What sectors does United Bank, Inc. focus on?
United Bank, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 27.9%
• Health Care: 22.4%
• Industrials: 12.8%
• Energy: 11.4%
• Communication Services: 9.4%
• Consumer Discretionary: 6.5%
Investment Profile
United Bank, Inc.'s portfolio is broadly diversified and long-term-holding.
It has added to its IJH position over the past two quarters (+$12.4M, now $12.9M), while trimming AEP over the same stretch (-$1.1M, still holding $1.1M).
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