BCM
UCB

Basswood Capital Management’s United Community Banks UCB Stock Holding History

Basswood Capital 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
2013
Q4 		– Sell
-194,751
Closed -$2.92M – 193
2013
Q3 		$2.92M Sell
194,751
-1,139,887
-85% -$16.6M 0.16% 123
2013
Q2 		$16.6M Buy
+1,334,638
New +$15.1M 1.07% 30

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
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Basswood Capital Management's UCB Position: Q4 2013 in Review

Basswood Capital Management sold out of United Community Banks (UCB) in Q4 2013, closing a stake of 194,751 shares — an estimated $2.92M sold.

Basswood Capital Management first reported a position in UCB in Q2 2013 and held it in 2 quarters. The position peaked at $16.6M in Q2 2013. 148 funds tracked by Wall St. Rank hold UCB as of Q4 2013.

  • Basswood Capital Management reported no remaining United Community Banks position as of Q4 2013 after selling out during the quarter.
  • Basswood Capital Management sold 194,751 United Community Banks shares in Q4 2013, an estimated $2.92M.
  • Basswood Capital Management first reported a position in United Community Banks in Q2 2013 and held it in 2 quarters.
  • Basswood Capital Management's United Community Banks position peaked at $16.6M in Q2 2013.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q4 2013.

Based on Basswood Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.