APP
UCB

Avantax Planning Partners’s United Community Banks UCB Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-49
Closed -$2K – 1534
2018
Q1 		$2K Buy
+49
New +$1.53K ﹤0.01% 1639

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's UCB Position: Q2 2018 in Review

Avantax Planning Partners sold out of United Community Banks (UCB) in Q2 2018, closing a stake of 49 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in UCB in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 224 funds tracked by Wall St. Rank hold UCB as of Q2 2018.

  • Avantax Planning Partners reported no remaining United Community Banks position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 49 United Community Banks shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in United Community Banks in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's United Community Banks position peaked at $2K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held United Community Banks as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.