0001144204-19-018985.txt : 20190410 0001144204-19-018985.hdr.sgml : 20190410 20190410084335 ACCESSION NUMBER: 0001144204-19-018985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190410 DATE AS OF CHANGE: 20190410 EFFECTIVENESS DATE: 20190410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Union Bankshares Corp CENTRAL INDEX KEY: 0000883948 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 540412820 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16124 FILM NUMBER: 19740629 BUSINESS ADDRESS: STREET 1: 1051 EAST CARY STREET STREET 2: SUITE 1200 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 800-990-4828 MAIL ADDRESS: STREET 1: 1051 EAST CARY STREET STREET 2: SUITE 1200 CITY: RICHMOND STATE: VA ZIP: 23219 FORMER COMPANY: FORMER CONFORMED NAME: UNION FIRST MARKET BANKSHARES CORP DATE OF NAME CHANGE: 20140424 FORMER COMPANY: FORMER CONFORMED NAME: Union Bankshares Corp DATE OF NAME CHANGE: 20140424 FORMER COMPANY: FORMER CONFORMED NAME: UNION FIRST MARKET BANKSHARES CORP DATE OF NAME CHANGE: 20100201 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000883948 XXXXXXXX 03-31-2019 03-31-2019 false Union Bankshares Corp

1051 East Cary Street Suite 1200 Richmond VA 23219

13F HOLDINGS REPORT 028-16124 N Judy Thompson 804-327-7588 /s/ Judy Thompson Richmond VA 04-10-2019 0 223 361163 INFORMATION TABLE 2 infotable.xml EDGEWATER WIRELESS SYS INC COM 00B46LQ17 1 15666 SH SOLE 15666 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3188 18109 SH SOLE 18073 0 36 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 165 938 SH OTR 854 84 0 MEDTRONIC PLC SHS G5960L103 2692 29560 SH SOLE 29500 0 60 MEDTRONIC PLC SHS G5960L103 278 3054 SH OTR 2963 91 0 TE CONNECTIVITY LTD REG SHS H84989104 3103 38423 SH SOLE 38248 0 175 TE CONNECTIVITY LTD REG SHS H84989104 188 2334 SH OTR 2135 199 0 THE WILTON COMPANIES, LLC CL COM SU2002420 5368 2982 SH SOLE 2982 0 0 AEA, LLC COM 00101A907 1320 2500 SH OTR 2500 0 0 AEA, LLC COM 00101B905 3960 7500 SH OTR 7500 0 0 AFLAC INC COM 001055102 373 7450 SH SOLE 7450 0 0 AFLAC INC COM 001055102 80 1600 SH OTR 1600 0 0 AT&T INC COM 00206R102 530 16886 SH SOLE 16886 0 0 AT&T INC COM 00206R102 318 10144 SH OTR 8952 1192 0 ABBOTT LABS COM 002824100 4447 55630 SH SOLE 55418 0 212 ABBOTT LABS COM 002824100 470 5884 SH OTR 5564 320 0 ABBVIE INC COM 00287Y109 935 11604 SH SOLE 11604 0 0 ABBVIE INC COM 00287Y109 218 2700 SH OTR 2500 200 0 AFFINITY ENERGY HEALTH LTD SPONSORED ADR 00832L107 2 30000 SH SOLE 30000 0 0 AIR PRODS & CHEMS INC COM 009158106 556 2914 SH SOLE 2914 0 0 AIR PRODS & CHEMS INC COM 009158106 177 925 SH OTR 925 0 0 ALPHABET INC CAP STK CL C 02079K107 787 671 SH SOLE 671 0 0 ALPHABET INC CAP STK CL A 02079K305 1186 1008 SH SOLE 1008 0 0 ALPHABET INC CAP STK CL A 02079K305 128 109 SH OTR 109 0 0 ALTRIA GROUP INC COM 02209S103 697 12136 SH SOLE 12136 0 0 ALTRIA GROUP INC COM 02209S103 134 2325 SH OTR 2325 0 0 AMAZON COM INC COM 023135106 3207 1801 SH SOLE 1800 0 1 AMAZON COM INC COM 023135106 305 171 SH OTR 156 15 0 AMERICAN EXPRESS CO COM 025816109 3722 34050 SH SOLE 33897 0 153 AMERICAN EXPRESS CO COM 025816109 229 2092 SH OTR 2003 89 0 AMGEN INC COM 031162100 240 1263 SH SOLE 1263 0 0 AMGEN INC COM 031162100 24 125 SH OTR 125 0 0 ANTHEM INC COM 036752103 632 2202 SH SOLE 2202 0 0 ANTHEM INC COM 036752103 57 200 SH OTR 200 0 0 APPLE INC COM 037833100 7759 40849 SH SOLE 40805 0 44 APPLE INC COM 037833100 961 5057 SH OTR 4900 157 0 AUTOMATIC DATA PROCESSING IN COM 053015103 256 1600 SH SOLE 1600 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 57 354 SH OTR 308 46 0 BB&T CORP COM 054937107 4507 96856 SH SOLE 96458 0 398 BB&T CORP COM 054937107 210 4508 SH OTR 3985 523 0 BP PLC SPONSORED ADR 055622104 4532 103663 SH SOLE 103483 0 180 BP PLC SPONSORED ADR 055622104 366 8376 SH OTR 8107 269 0 BANK AMER CORP COM 060505104 3788 137299 SH SOLE 137040 0 259 BANK AMER CORP COM 060505104 301 10913 SH OTR 10913 0 0 BECTON DICKINSON & CO COM 075887109 4367 17485 SH SOLE 17412 0 73 BECTON DICKINSON & CO COM 075887109 240 960 SH OTR 910 50 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 709 3528 SH SOLE 3528 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121 600 SH OTR 600 0 0 BOEING CO COM 097023105 161 423 SH SOLE 423 0 0 BOEING CO COM 097023105 381 1000 SH OTR 0 1000 0 BROADCOM INC COM 11135F101 3757 12495 SH SOLE 12472 0 23 BROADCOM INC COM 11135F101 263 874 SH OTR 782 92 0 CME GROUP INC COM CL A 12572Q105 276 1680 SH SOLE 1680 0 0 1CSX CORP COM 126408103 223 2985 SH SOLE 2985 0 0 CSX CORP COM 126408103 137 1828 SH OTR 1828 0 0 CVS HEALTH CORP COM 126650100 175 3239 SH SOLE 3239 0 0 CVS HEALTH CORP COM 126650100 57 1054 SH OTR 1054 0 0 CHEVRON CORP NEW COM 166764100 6429 52190 SH SOLE 52053 0 137 CHEVRON CORP NEW COM 166764100 608 4933 SH OTR 4825 108 0 3 CHOPT 8201, LLC COM 17040A905 218 1 SH OTR 1 0 0 CISCO SYS INC COM 17275R102 7034 130279 SH SOLE 129697 0 582 CISCO SYS INC COM 17275R102 470 8702 SH OTR 8333 369 0 COCA COLA CO COM 191216100 309 6599 SH SOLE 6424 0 175 COCA COLA CO COM 191216100 232 4958 SH OTR 4958 0 0 COMCAST CORP NEW CL A 20030N101 365 9142 SH SOLE 9142 0 0 CONSOLIDATED EDISON INC COM 209115104 257 3034 SH SOLE 3034 0 0 CONSOLIDATED EDISON INC COM 209115104 68 800 SH OTR 800 0 0 CORNING INC COM 219350105 2404 72623 SH SOLE 72348 0 275 CORNING INC COM 219350105 285 8610 SH OTR 8029 581 0 CROWN CASTLE INTL CORP NEW COM 22822V101 6488 50686 SH SOLE 50489 0 197 CROWN CASTLE INTL CORP NEW COM 22822V101 436 3404 SH OTR 3087 317 0 DANAHER CORPORATION COM 235851102 430 3257 SH SOLE 3257 0 0 DANAHER CORPORATION COM 235851102 108 820 SH OTR 820 0 0 DARDEN RESTAURANTS INC COM 237194105 280 2302 SH SOLE 2302 0 0 DARDEN RESTAURANTS INC COM 237194105 24 200 SH OTR 200 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 2798 17102 SH SOLE 17061 0 41 DIAGEO P L C SPON ADR NEW 25243Q205 116 711 SH OTR 612 99 0 DISNEY WALT CO COM DISNEY 254687106 4165 37509 SH SOLE 37343 0 166 DISNEY WALT CO COM DISNEY 254687106 458 4122 SH OTR 3896 226 0 DOMINION ENERGY INC COM 25746U109 7341 95766 SH SOLE 95672 0 94 DOMINION ENERGY INC COM 25746U109 767 9999 SH OTR 9016 983 0 DOWDUPONT INC COM 26078J100 2207 41397 SH SOLE 41175 0 222 DOWDUPONT INC COM 26078J100 290 5446 SH OTR 4875 571 0 DUKE ENERGY CORP NEW COM NEW 26441C204 422 4690 SH SOLE 4690 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 85 945 SH OTR 945 0 0 48.375 PERCENT INTEREST IN THE EDWA COM 28165A901 612 1 SH OTR 1 0 0 ERIE INDTY CO CL A 29530P102 25533 143025 SH SOLE 143025 0 0 EVERSOURCE ENERGY COM 30040W108 148 2091 SH SOLE 2091 0 0 EVERSOURCE ENERGY COM 30040W108 87 1230 SH OTR 1230 0 0 EXELON CORP COM 30161N101 209 4172 SH SOLE 4172 0 0 EXELON CORP COM 30161N101 42 837 SH OTR 837 0 0 EXXON MOBIL CORP COM 30231G102 6007 74341 SH SOLE 74096 0 245 EXXON MOBIL CORP COM 30231G102 1267 15677 SH OTR 15186 491 0 FORD MTR CO DEL COM 345370860 104 11838 SH SOLE 11838 0 0 GALLAGHER ARTHUR J & CO COM 363576109 2885 36942 SH SOLE 36851 0 91 GALLAGHER ARTHUR J & CO COM 363576109 96 1232 SH OTR 1059 173 0 GENUINE PARTS CO COM 372460105 4426 39505 SH SOLE 39321 0 184 GENUINE PARTS CO COM 372460105 220 1964 SH OTR 1872 92 0 GOODLOE ASPHALT L C-30 PERCENT COM 38287A903 444 1 SH OTR 1 0 0 HEARTSONG INVESTING LIMITED COM 42236A907 8486 1 SH OTR 1 0 0 HOME DEPOT INC COM 437076102 1114 5803 SH SOLE 5803 0 0 HOME DEPOT INC COM 437076102 141 735 SH OTR 735 0 0 ILLINOIS TOOL WKS INC COM 452308109 2996 20876 SH SOLE 20842 0 34 ILLINOIS TOOL WKS INC COM 452308109 158 1101 SH OTR 993 108 0 IMMUNOMEDICS INC COM 452907108 193 10044 SH SOLE 10044 0 0 INLAND REAL ESTATE INCOME TR COM 457464105 79 10000 SH SOLE 10000 0 0 INTEL CORP COM 458140100 5334 99328 SH SOLE 98914 0 414 INTEL CORP COM 458140100 479 8924 SH OTR 7701 1223 0 INTERNATIONAL BUSINESS MACHS COM 459200101 192 1362 SH SOLE 1362 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 431 3055 SH OTR 655 2400 0 ISHARES TR CORE S&P500 ETF 464287200 839 2950 SH SOLE 2950 0 0 ISHARES TR 20 YR TR BD ETF 464287432 6044 47803 SH SOLE 47658 0 145 ISHARES TR 21 YR TR BD ETF 464287432 369 2922 SH OTR 2822 100 0 1ISHARES TR RUS MID CAP ETF 464287499 148 2752 SH SOLE 2752 0 0 ISHARES TR RUS MID CAP ETF 464287499 65 1200 SH OTR 1200 0 0 ISHARES TR CORE S&P MCP ETF 464287507 17895 94484 SH SOLE 94360 0 124 ISHARES TR CORE S&P MCP ETF 464287507 1425 7523 SH OTR 7523 0 0 ISHARES TR RUSSELL 2000 ET 464287655 478 3121 SH SOLE 3121 0 0 ISHARES TR CRE U S REIT ET 464288521 10476 202543 SH SOLE 202124 0 419 ISHARES TR CRE U S REIT ET 464288521 963 18624 SH OTR 17526 1098 0 ISHARES TR RUS TP200 GR ET 464289438 20930 254525 SH SOLE 253978 0 547 ISHARES TR RUS TP200 GR ET 464289438 1055 12828 SH OTR 12828 0 0 ISHARES TR USA QUALITY FCT 46432F339 392 4423 SH SOLE 4423 0 0 ISHARES TR USA MOMENTUM FC 46432F396 359 3200 SH SOLE 3200 0 0 JPMORGAN CHASE & CO COM 46625H100 5247 51831 SH SOLE 51632 0 199 JPMORGAN CHASE & CO COM 46625H100 461 4551 SH OTR 4210 341 0 JP MORGAN EXCHANGE TRADED FD JPMORGAN DIVER 46641Q407 502 6866 SH SOLE 6866 0 0 JOHNSON & JOHNSON COM 478160104 5289 37837 SH SOLE 37725 0 112 JOHNSON & JOHNSON COM 478160104 984 7041 SH OTR 5805 1236 0 KIMBERLY CLARK CORP COM 494368103 255 2055 SH SOLE 2055 0 0 KIMBERLY CLARK CORP COM 494368103 157 1265 SH OTR 1165 100 0 LEGGETT & PLATT INC COM 524660107 2591 61367 SH SOLE 61057 0 310 LEGGETT & PLATT INC COM 524660107 143 3388 SH OTR 3188 200 0 LEGG MASON ETF INVESTMENT TR LOW DIVI ETF 52468L406 279 8769 SH SOLE 8769 0 0 LOCKHEED MARTIN CORP COM 539830109 2080 6929 SH SOLE 6913 0 16 LOCKHEED MARTIN CORP COM 539830109 234 780 SH OTR 748 32 0 LOWES COS INC COM 548661107 4601 42030 SH SOLE 41847 0 183 LOWES COS INC COM 548661107 562 5138 SH OTR 4612 526 0 MARKEL CORP COM 570535104 345 346 SH SOLE 346 0 0 MCDONALDS CORP COM 580135101 1440 7585 SH SOLE 7585 0 0 MCDONALDS CORP COM 580135101 339 1785 SH OTR 1585 200 0 MERCK & CO INC COM 58933Y105 1904 22890 SH SOLE 22890 0 0 MERCK & CO INC COM 58933Y105 77 925 SH OTR 825 100 0 MICROSOFT CORP COM 594918104 5638 47800 SH SOLE 47615 0 185 MICROSOFT CORP COM 594918104 858 7278 SH OTR 6953 325 0 MONDELEZ INTL INC CL A 609207105 298 5960 SH SOLE 5960 0 0 MONDELEZ INTL INC CL A 609207105 51 1022 SH OTR 1022 0 0 NEXTERA ENERGY INC COM 65339F101 784 4054 SH SOLE 4054 0 0 NEXTERA ENERGY INC COM 65339F101 19 100 SH OTR 100 0 0 NORFOLK SOUTHERN CORP COM 655844108 302 1618 SH SOLE 1618 0 0 NORFOLK SOUTHERN CORP COM 655844108 75 400 SH OTR 400 0 0 NOVARTIS A G SPONSORED ADR 66987V109 3202 33303 SH SOLE 33127 0 176 NOVARTIS A G SPONSORED ADR 66987V109 167 1739 SH OTR 1643 96 0 OMNICOM GROUP INC COM 681919106 2337 32013 SH SOLE 31798 0 215 OMNICOM GROUP INC COM 681919106 80 1094 SH OTR 980 114 0 PHEUMA RESPIRATORY COM 69290A903 200 1 SH SOLE 1 0 0 PNC FINL SVCS GROUP INC COM 693475105 4315 35180 SH SOLE 35031 0 149 PNC FINL SVCS GROUP INC COM 693475105 434 3538 SH OTR 3435 103 0 PARKER HANNIFIN CORP COM 701094104 2883 16799 SH SOLE 16763 0 36 PARKER HANNIFIN CORP COM 701094104 223 1300 SH OTR 1300 0 0 PEPSICO INC COM 713448108 4918 40129 SH SOLE 40083 0 46 PEPSICO INC COM 713448108 792 6463 SH OTR 5393 1070 0 PFIZER INC COM 717081103 4153 97777 SH SOLE 97338 0 439 PFIZER INC COM 717081103 613 14432 SH OTR 14168 264 0 PHILIP MORRIS INTL INC COM 718172109 3331 37683 SH SOLE 37547 0 136 PHILIP MORRIS INTL INC COM 718172109 392 4431 SH OTR 4366 65 0 PROCTER AND GAMBLE CO COM 742718109 768 7381 SH SOLE 7381 0 0 PROCTER AND GAMBLE CO COM 742718109 217 2089 SH OTR 1889 200 0 PROSHARES TR S&P 500 DVARIS 74348A467 426 6279 SH SOLE 6279 0 0 QUALCOMM INC COM 747525103 4332 75963 SH SOLE 75649 0 314 QUALCOMM INC COM 747525103 293 5135 SH OTR 4760 375 0 RAYTHEON CO COM NEW 755111507 2285 12551 SH SOLE 12526 0 25 RAYTHEON CO COM NEW 755111507 148 813 SH OTR 769 44 0 1RODGERS FAMILY INVESTMENTS COM 77487A909 1084 10 SH SOLE 10 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1082 3830 SH SOLE 3830 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1456 40727 SH SOLE 40727 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 60 1681 SH OTR 1681 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 702 21114 SH SOLE 21114 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 1334 14563 SH SOLE 14530 0 33 SPDR SER TR SPDR BLOOMBERG 78468R663 70 760 SH OTR 701 59 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 718 13733 SH SOLE 13733 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 33 628 SH OTR 628 0 0 SCOTTISH HILLS ASSOC LLC COM 81013A904 513 1 SH SOLE 1 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1183 14343 SH SOLE 14220 0 123 SKYWORKS SOLUTIONS INC COM 83088M102 69 836 SH OTR 836 0 0 SNYDER-HUNT CO LLP COM 83344A900 1525 25 SH OTR 25 0 0 SNYDER-HUNT CO LLP COM 83344B908 4575 75 SH OTR 75 0 0 SOUTHERN CO COM 842587107 218 4225 SH SOLE 4225 0 0 SOUTHERN CO COM 842587107 50 975 SH OTR 975 0 0 STARBUCKS CORP COM 855244109 3895 52393 SH SOLE 52170 0 223 STARBUCKS CORP COM 855244109 365 4910 SH OTR 4600 310 0 STEEL DYNAMICS INC COM 858119100 314 8890 SH SOLE 8890 0 0 SUNTRUST BKS INC COM 867914103 211 3563 SH SOLE 3563 0 0 SUNTRUST BKS INC COM 867914103 165 2791 SH OTR 2791 0 0 SYSCO CORP COM 871829107 349 5225 SH SOLE 5225 0 0 SYSCO CORP COM 871829107 73 1100 SH OTR 1100 0 0 TARGET CORP COM 87612E106 164 2040 SH SOLE 2040 0 0 TARGET CORP COM 87612E106 92 1145 SH OTR 1145 0 0 TATE FAMILY HOLDINGS LLC - 3 COM 87656A903 665 1 SH SOLE 1 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 820 2994 SH SOLE 2994 0 0 3M CO COM 88579Y101 3659 17608 SH SOLE 17530 0 78 3M CO COM 88579Y101 282 1355 SH OTR 1196 159 0 TRAVELERS COMPANIES INC COM 89417E109 414 3019 SH SOLE 3019 0 0 TRAVELERS COMPANIES INC COM 89417E109 89 650 SH OTR 650 0 0 UNION BANKSHARES CORP NEW COM 90539J109 2339 72335 SH SOLE 71599 0 736 UNION BANKSHARES CORP NEW COM 90539J109 91 2830 SH OTR 2580 250 0 UNION PACIFIC CORP COM 907818108 566 3385 SH SOLE 3385 0 0 UNION PACIFIC CORP COM 907818108 388 2320 SH OTR 1320 1000 0 UNITED PARCEL SERVICE INC CL B 911312106 1637 14648 SH SOLE 14630 0 18 UNITED PARCEL SERVICE INC CL B 911312106 146 1307 SH OTR 1271 36 0 UNITED TECHNOLOGIES CORP COM 913017109 3834 29746 SH SOLE 29632 0 114 UNITED TECHNOLOGIES CORP COM 913017109 347 2691 SH OTR 2548 143 0 VANGUARD BD INDEX FD INC TOTAL BNDMRKT 921937835 632 7790 SH SOLE 7790 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EXUS 922042775 538 10725 SH SOLE 10725 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5955 100716 SH SOLE 100375 0 341 VERIZON COMMUNICATIONS INC COM 92343V104 617 10443 SH OTR 10268 175 0 VISA INC COM CL A 92826C839 1097 7023 SH SOLE 7023 0 0 VISA INC COM CL A 92826C839 62 400 SH OTR 400 0 0 WALMART INC COM 931142103 168 1725 SH SOLE 1725 0 0 WALMART INC COM 931142103 81 835 SH OTR 835 0 0 WAVECREST GROWTH PARTNERS I COM 94353A905 295 1 SH SOLE 1 0 0 WESTROCK CO COM 96145D105 2411 62870 SH SOLE 62625 0 245 WESTROCK CO COM 96145D105 170 4434 SH OTR 4146 288 0