BRWA
UCB

B. Riley Wealth Advisors’s United Community Banks UCB Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-322
Closed -$6 – 2037
2014
Q4 		$6 Buy
+322
New +$5.68K ﹤0.01% 3107

Other funds holding UCB

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

B. Riley Wealth Advisors's UCB Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of United Community Banks (UCB) in Q1 2015, closing a stake of 322 shares — an estimated $6 sold.

B. Riley Wealth Advisors first reported a position in UCB in Q4 2014 and held it in 1 quarter. The position peaked at $6 in Q4 2014. 149 funds tracked by Wall St. Rank hold UCB as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining United Community Banks position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 322 United Community Banks shares in Q1 2015, an estimated $6.
  • B. Riley Wealth Advisors first reported a position in United Community Banks in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's United Community Banks position peaked at $6 in Q4 2014.
  • 149 funds tracked by Wall St. Rank held United Community Banks as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.