Alpha Windward’s United Community Banks UCB Stock Holding History

Alpha Windward’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
2016 Q4	–	Sell	-21,900	Closed	-$460K	–	473
2016 Q3	$460K	Buy	+21,900	New	+$434K	0.32%	60
2015 Q2	–	Sell	-25,080	Closed	-$474K	–	481
2015 Q1	$474K	Buy	+25,080	New	+$463K	0.31%	123

Other funds holding UCB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Alpha Windward's UCB Position: Q4 2016 in Review

Alpha Windward sold out of United Community Banks (UCB) in Q4 2016, closing a stake of 21,900 shares — an estimated $460K sold.

Alpha Windward first reported a position in UCB in Q1 2015 and held it in 2 quarters. The position peaked at $474K in Q1 2015. 184 funds tracked by Wall St. Rank hold UCB as of Q4 2016.

Alpha Windward reported no remaining United Community Banks position as of Q4 2016 after selling out during the quarter.
Alpha Windward sold 21,900 United Community Banks shares in Q4 2016, an estimated $460K.
Alpha Windward first reported a position in United Community Banks in Q1 2015 and held it in 2 quarters.
Alpha Windward's United Community Banks position peaked at $474K in Q1 2015.
184 funds tracked by Wall St. Rank held United Community Banks as of Q4 2016.

Based on Alpha Windward's 13F filing for Q4 2016, filed 24 Jan 2017.