AAM
UCB

Advisors Asset Management’s United Community Banks UCB Stock Holding History

Advisors Asset Management’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
2018
Q4 		– Sell
-1,651
Closed -$46K – 1631
2018
Q3 		$46K Sell
1,651
-726
-31% -$22K ﹤0.01% 1454
2018
Q2 		$73K Sell
2,377
-14
-0.6% -$456 ﹤0.01% 1376
2018
Q1 		$74K Sell
2,391
-39
-2% -$1.22K ﹤0.01% 1355
2017
Q4 		$68K Buy
2,430
+194
+9% +$5.41K ﹤0.01% 1371
2017
Q3 		$64K Buy
2,236
+1,423
+175% +$38.4K ﹤0.01% 1384
2017
Q2 		$23K Buy
+813
New +$22K ﹤0.01% 1487

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisors Asset Management's UCB Position: Q4 2018 in Review

Advisors Asset Management sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 1,651 shares — an estimated $46K sold.

Advisors Asset Management first reported a position in UCB in Q2 2017 and held it in 6 quarters. The position peaked at $74K in Q1 2018. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

  • Advisors Asset Management reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
  • Advisors Asset Management sold 1,651 United Community Banks shares in Q4 2018, an estimated $46K.
  • Advisors Asset Management first reported a position in United Community Banks in Q2 2017 and held it in 6 quarters.
  • Advisors Asset Management's United Community Banks position peaked at $74K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on Advisors Asset Management's 13F filing for Q4 2018, filed 31 Jan 2019.