Alpine Woods Capital Investors’s United Community Banks UCB Stock Holding History

Alpine Woods Capital Investors’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 Q1	–	Sell	-13,000	Closed	-$366K	–	447
2017 Q4	$366K	Hold	13,000	–	–	0.02%	338
2017 Q3	$371K	Hold	13,000	–	–	0.02%	349
2017 Q2	$361K	Hold	13,000	–	–	0.02%	345
2017 Q1	$360K	Hold	13,000	–	–	0.02%	350
2016 Q4	$385K	Sell	13,000 -2,000	-13%	-$50.1K	0.02%	335
2016 Q3	$315K	Hold	15,000	–	–	0.02%	361
2016 Q2	$274K	Buy	15,000 +4,000	+36%	+$77.3K	0.02%	359
2016 Q1	$203K	Buy	+11,000	New	+$195K	0.01%	393

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alpine Woods Capital Investors's UCB Position: Q1 2018 in Review

Alpine Woods Capital Investors sold out of United Community Banks (UCB) in Q1 2018, closing a stake of 13,000 shares — an estimated $366K sold.

Alpine Woods Capital Investors first reported a position in UCB in Q1 2016 and held it in 8 quarters. The position peaked at $385K in Q4 2016. 216 funds tracked by Wall St. Rank hold UCB as of Q1 2018.

Alpine Woods Capital Investors reported no remaining United Community Banks position as of Q1 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 13,000 United Community Banks shares in Q1 2018, an estimated $366K.
Alpine Woods Capital Investors first reported a position in United Community Banks in Q1 2016 and held it in 8 quarters.
Alpine Woods Capital Investors's United Community Banks position peaked at $385K in Q4 2016.
216 funds tracked by Wall St. Rank held United Community Banks as of Q1 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2018, filed 9 May 2018.