Boston Advisors’s United Community Banks UCB Stock Holding History

Boston 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
2019 Q3	$2.19M	Buy	77,192 +31,223	+68%	+$856K	0.11%	235
2019 Q2	$1.31M	Buy	45,969 +6,918	+18%	+$189K	0.07%	295
2019 Q1	$974K	Buy	39,051 +580	+2%	+$15.1K	0.05%	348
2018 Q4	$826K	Sell	38,471 -94,948	-71%	-$2.34M	0.05%	357
2018 Q3	$3.72M	Buy	133,419 +815	+0.6%	+$24.7K	0.16%	210
2018 Q2	$4.07M	Sell	132,604 -26,113	-16%	-$850K	0.1%	211
2018 Q1	$5.02M	Sell	158,717 -25,328	-14%	-$793K	0.13%	174
2017 Q4	$5.18M	Sell	184,045 -7,680	-4%	-$214K	0.11%	211
2017 Q3	$5.47M	Buy	+191,725	New	+$5.18M	0.12%	200

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Boston Advisors's UCB Position: Q3 2019 in Review

Boston Advisors increased its United Community Banks (UCB) stake by 68% in Q3 2019, buying an estimated $856K and bringing the position to 77,192 shares worth $2.19M. The position accounts for 0.11% of the portfolio, ranked #235.

Boston Advisors first reported a position in UCB in Q3 2017 and has held it in 9 quarters since. The position peaked at $5.47M in Q3 2017. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

Boston Advisors held 77,192 shares of United Community Banks worth $2.19M as of Q3 2019.
Boston Advisors bought 31,223 United Community Banks shares in Q3 2019, an estimated $856K.
United Community Banks made up 0.11% of Boston Advisors's portfolio in Q3 2019, its #235 holding.
Boston Advisors first reported a position in United Community Banks in Q3 2017 and has held it in 9 quarters since.
Boston Advisors's United Community Banks position peaked at $5.47M in Q3 2017.
216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.