AG
UCB

Advisor Group’s United Community Banks UCB Stock Holding History

Advisor Group’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$143K Buy
4,630
+4
+0.1% +$121 ﹤0.01% 2663
2019
Q3 		$131K Sell
4,626
-546
-11% -$15K ﹤0.01% 2681
2019
Q2 		$148K Buy
5,172
+123
+2% +$3.36K ﹤0.01% 2550
2019
Q1 		$127K Sell
5,049
-737
-13% -$19.1K ﹤0.01% 2653
2018
Q4 		$124K Sell
5,786
-793
-12% -$19.6K ﹤0.01% 2467
2018
Q3 		$184K Buy
6,579
+1,572
+31% +$47.6K ﹤0.01% 2228
2018
Q2 		$153K Sell
5,007
-52
-1% -$1.69K ﹤0.01% 2179
2018
Q1 		$160K Buy
5,059
+2,742
+118% +$85.8K ﹤0.01% 2154
2017
Q4 		$65K Buy
2,317
+652
+39% +$18.2K ﹤0.01% 2906
2017
Q3 		$47K Sell
1,665
-214
-11% -$5.78K ﹤0.01% 2995
2017
Q2 		$53K Sell
1,879
-96
-5% -$2.6K ﹤0.01% 2809
2017
Q1 		$55K Buy
1,975
+14
+0.7% +$398 ﹤0.01% 2629
2016
Q4 		$58K Hold
1,961
– – ﹤0.01% 2503
2016
Q3 		$42K Buy
1,961
+410
+26% +$8.13K ﹤0.01% 2665
2016
Q2 		$28K Buy
+1,551
New +$30K ﹤0.01% 2844

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's UCB Position: Q4 2019 in Review

Advisor Group increased its United Community Banks (UCB) stake by 0.09% in Q4 2019, buying an estimated $121 and bringing the position to 4,630 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Advisor Group first reported a position in UCB in Q2 2016 and has held it in 15 quarters since. The position peaked at $184K in Q3 2018. 233 funds tracked by Wall St. Rank hold UCB as of Q4 2019.

  • Advisor Group held 4,630 shares of United Community Banks worth $143K as of Q4 2019.
  • Advisor Group bought 4 United Community Banks shares in Q4 2019, an estimated $121.
  • United Community Banks made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2663 holding.
  • Advisor Group first reported a position in United Community Banks in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's United Community Banks position peaked at $184K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held United Community Banks as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.