AIM
UCB

Assured Investment Management’s United Community Banks UCB Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-12,901
Closed -$322K – 893
2019
Q1 		$322K Sell
12,901
-362
-3% -$9.4K ﹤0.01% 699
2018
Q4 		$285K Buy
13,263
+8,228
+163% +$203K 0.01% 805
2018
Q3 		$140K Sell
5,035
-21,385
-81% -$648K ﹤0.01% 1003
2018
Q2 		$810K Buy
26,420
+7,730
+41% +$252K 0.02% 637
2018
Q1 		$592K Buy
+18,690
New +$585K 0.01% 715

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Assured Investment Management's UCB Position: Q2 2019 in Review

Assured Investment Management sold out of United Community Banks (UCB) in Q2 2019, closing a stake of 12,901 shares — an estimated $322K sold.

Assured Investment Management first reported a position in UCB in Q1 2018 and held it in 5 quarters. The position peaked at $810K in Q2 2018. 225 funds tracked by Wall St. Rank hold UCB as of Q2 2019.

  • Assured Investment Management reported no remaining United Community Banks position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 12,901 United Community Banks shares in Q2 2019, an estimated $322K.
  • Assured Investment Management first reported a position in United Community Banks in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's United Community Banks position peaked at $810K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held United Community Banks as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.