$105 Million is the total value of UNITED BANK's 72 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 83.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | Buy | MCDONALDS CORP | $4,515,000 | +149.2% | 28,817 | +143.6% | 4.32% | +144.9% |
| DWDP | New | DOWDUPONT INC | $4,324,000 | – | 62,452 | +100.0% | 4.13% | – |
| VO | Buy | VANGUARD | $2,646,000 | +64.2% | 18,000 | +59.2% | 2.53% | +61.4% |
| COG | Buy | CABOT OIL & GAS CORP | $1,890,000 | +9.6% | 70,630 | +2.8% | 1.81% | +7.8% |
| IJH | Buy | ISHARES | $1,092,000 | +34.2% | 6,102 | +30.4% | 1.04% | +31.8% |
| VOO | New | VANGUARD | $693,000 | – | 3,002 | +100.0% | 0.66% | – |
| ABBV | Buy | ABBVIE INC | $463,000 | +28.6% | 5,209 | +5.1% | 0.44% | +26.6% |
| AGG | New | ISHARES | $403,000 | – | 3,673 | +100.0% | 0.38% | – |
| IEFA | New | ISHARES | $342,000 | – | 5,337 | +100.0% | 0.33% | – |
| FLRN | New | SPDR | $293,000 | – | 9,530 | +100.0% | 0.28% | – |
| XOM | Buy | EXXON MOBIL CORP | $231,000 | +9.5% | 2,817 | +8.0% | 0.22% | +7.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 16.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 5.5% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 5.8% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.2% |
| MCDONALDS CORP | 42 | Q3 2023 | 4.9% |
| PROCTOR & GAMBLE CO | 42 | Q3 2023 | 8.0% |
| AT&T INC | 42 | Q3 2023 | 6.3% |
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 5.4% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 5.3% |
View UNITED BANK's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-10-21 |
View UNITED BANK's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.