$555 Million is the total value of UNITED BANK's 262 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | New | ISHARES | $20,627,000 | – | 193,371 | +100.0% | 3.72% | – |
| AM | New | ANTERO MIDSTREAM CORPORATION | $12,663,000 | – | 918,957 | +100.0% | 2.28% | – |
| CMCSA | New | COMCAST CORP | $1,422,000 | – | 35,576 | +100.0% | 0.26% | – |
| SNV | New | SYNOVUS FINANCIAL CORP | $1,386,000 | – | 40,332 | +100.0% | 0.25% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCforeign stock | $554,000 | – | 8,847 | +100.0% | 0.10% | – |
| FB | New | FACEBOOK INC | $244,000 | – | 1,464 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MILLS INC | $241,000 | – | 4,665 | +100.0% | 0.04% | – |
| TRV | New | TRAVELERS COMPANIES INC | $237,000 | – | 1,728 | +100.0% | 0.04% | – |
| IBM | New | IBM CORP | $228,000 | – | 1,616 | +100.0% | 0.04% | – |
| LOW | New | LOWE'S COMPANIES INC | $225,000 | – | 2,059 | +100.0% | 0.04% | – |
| XLF | New | SPDR | $212,000 | – | 8,251 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-16
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 | 2024-05-13 |
| 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 |
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.