UNITED BANK /VA/

Q2 2014 13F-HR Holdings

Location
Vienna, VA
Holdings as of
6/30/2014
Date filed
7/18/2014
Form type
13F-HR
Num holdings
17
Total value ($000)
$12,010
Net value change ($000)
+569 (5.0%)
New positions
0
Sold out positions
2
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2014 Next filing: 7/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 523 37.1%
CSCO 100 20.4%
CVX 70 12.0%
ABT 66 11.1%
RSG 63 10.4%
KLAC 62 10.2%
UPS 61 10.5%
TROW 44 7.8%
MSFT 40 5.7%
MCD 35 6.3%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -317 -100.0%
BRK-B -215 -100.0%
XOM -24 -4.0%
PG -13 -1.6%
T -3 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type