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United Bank, Inc. 13F Filings, Portfolio & Analysis

CIK: 0001044330
Parkersburg 514 Market St
Zip Code: 26101
Latest Portfolio Value
$251.58 M
+5.83%
Total Holdings
110
3
Latest Report Date
Q3 2017
Top 10 Concentration
52.13%

United Bank, Inc. — Portfolio Overview & Company Profile

United Bank, Inc. (CIK: 0001044330) is a financial institution headquartered at 514 Market St, , Parkersburg, West Virginia 26101. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2017-09-30), the institution manages a portfolio valued at $251.58 M, comprising 110 distinct securities. Over its filing history, it has submitted 18 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2017 — Top-10 concentration: 52.1%. Quarterly turnover: 4.7%. ▲ 5 new, +24 added, −27 reduced, ×2 exited.

Portfolio Summary (Q3 2017)

Top Buys

Q3 2017

Top Sells

Q3 2017
1. Dow
−$5.12 M
3. Du Pont E I De Nemours & Co
−$1.54 M
−$107,345.61

Asset Allocation

Stocks/ETFs
+5.83%
$251.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2017)

Name Shares Market Value Weight Change Activity
983,710 $36.54 M 14.53% ▲ 99,161 Add 11.2%
266,964 $30.97 M 12.31%
72,235 $12.92 M 5.14% ▲ 7,337 Add 11.3%
233,396 $8.99 M 3.57% ▲ 1,436 Add 0.6%
Dowdupont
N/A
106,213 $7.35 M 2.92% ▲ 106,213 New Buy
132,607 $7.08 M 2.81% ▲ 976 Add 0.7%
60,172 $7.07 M 2.81% ▲ 762 Add 1.3%
94,423 $7.03 M 2.80% ▲ 661 Add 0.7%
177,286 $6.94 M 2.76% ▲ 4,538 Add 2.6%
51,892 $6.23 M 2.48% ▲ 707 Add 1.4%

Historical Portfolio Charts