UNION BANKSHARES CORP NEW's ticker is UBSH and the CUSIP is 90539J109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $289,000 | -0.7% | 7,490 | 0.0% | 0.00% | – |
| Q2 2018 | $291,000 | +6.6% | 7,490 | +0.6% | 0.00% | – |
| Q1 2018 | $273,000 | -27.8% | 7,445 | -28.7% | 0.00% | – |
| Q4 2017 | $378,000 | -87.2% | 10,449 | -87.5% | 0.00% | -100.0% |
| Q3 2017 | $2,949,000 | -31.8% | 83,539 | -34.5% | 0.00% | -33.3% |
| Q2 2017 | $4,322,000 | -43.5% | 127,499 | -41.4% | 0.01% | -40.0% |
| Q1 2017 | $7,649,000 | +9.3% | 217,437 | +11.0% | 0.01% | 0.0% |
| Q4 2016 | $7,001,000 | +100.3% | 195,875 | +50.0% | 0.01% | +100.0% |
| Q3 2016 | $3,496,000 | +124.5% | 130,572 | +107.2% | 0.01% | +66.7% |
| Q2 2016 | $1,557,000 | +6.4% | 63,003 | +6.1% | 0.00% | 0.0% |
| Q1 2016 | $1,463,000 | +131.1% | 59,390 | +136.9% | 0.00% | +200.0% |
| Q4 2015 | $633,000 | +186.4% | 25,068 | +172.6% | 0.00% | – |
| Q3 2015 | $221,000 | – | 9,197 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RELIANCE TRUST CO | 102,715 | $3,321,000 | 13.67% |
| FJ Capital Management LLC | 645,909 | $20,882,000 | 2.16% |
| Vigilant Capital Management, LLC | 406,405 | $13,139,000 | 1.83% |
| Tributary Capital Management, LLC | 760,954 | $24,602,000 | 1.78% |
| BMT Investment Advisors | 85,503 | $2,764,000 | 1.51% |
| Phocas Financial Corp. | 435,238 | $14,071,000 | 1.42% |
| MOODY ALDRICH PARTNERS LLC | 153,888 | $4,975,000 | 1.40% |
| Monarch Partners Asset Management LLC | 269,223 | $8,704,000 | 1.31% |
| RK Capital | 125,000 | $4,041,000 | 1.16% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 589,568 | $19,061,000 | 0.93% |