BIG
UCB

Bellwether Investment Group’s United Community Banks UCB Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-6
Closed – – 964
2016
Q4 		$0 Buy
+6
New +$150 ﹤0.01% 994
2016
Q2 		$0 Buy
+6
New +$116 ﹤0.01% 665

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Investment Group's UCB Position: Q1 2017 in Review

Bellwether Investment Group sold out of United Community Banks (UCB) in Q1 2017, closing a stake of 6 shares.

Bellwether Investment Group first reported a position in UCB in Q2 2016 and held it in 2 quarters. The position peaked at $0 in Q4 2016. 185 funds tracked by Wall St. Rank hold UCB as of Q1 2017.

  • Bellwether Investment Group reported no remaining United Community Banks position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 6 United Community Banks shares in Q1 2017.
  • Bellwether Investment Group first reported a position in United Community Banks in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's United Community Banks position peaked at $0 in Q4 2016.
  • 185 funds tracked by Wall St. Rank held United Community Banks as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.