BC
UCB

Brinker Capital’s United Community Banks UCB Stock Holding History

Brinker Capital’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
2020
Q1 		– Sell
-7,898
Closed -$245K – 1001
2019
Q4 		$245K Sell
7,898
-258
-3% -$7.79K 0.01% 886
2019
Q3 		$232K Buy
8,156
+131
+2% +$3.59K 0.01% 882
2019
Q2 		$230K Buy
+8,025
New +$219K 0.01% 883
2019
Q1 		– Sell
-12,830
Closed -$276K – 968
2018
Q4 		$276K Sell
12,830
-4,331
-25% -$107K 0.01% 756
2018
Q3 		$479K Sell
17,161
-255
-1% -$7.73K 0.02% 738
2018
Q2 		$535K Sell
17,416
-486
-3% -$15.8K 0.02% 684
2018
Q1 		$567K Buy
17,902
+1,067
+6% +$33.4K 0.02% 674
2017
Q4 		$474K Buy
16,835
+107
+0.6% +$2.99K 0.02% 707
2017
Q3 		$478K Sell
16,728
-1,757
-10% -$47.5K 0.02% 676
2017
Q2 		$515K Sell
18,485
-95
-0.5% -$2.57K 0.02% 522
2017
Q1 		$516K Buy
18,580
+7,510
+68% +$214K 0.02% 596
2016
Q4 		$329K Buy
+11,070
New +$277K 0.02% 557

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Brinker Capital's UCB Position: Q1 2020 in Review

Brinker Capital sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 7,898 shares — an estimated $245K sold.

Brinker Capital first reported a position in UCB in Q4 2016 and held it in 12 quarters. The position peaked at $567K in Q1 2018. 190 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • Brinker Capital reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital sold 7,898 United Community Banks shares in Q1 2020, an estimated $245K.
  • Brinker Capital first reported a position in United Community Banks in Q4 2016 and held it in 12 quarters.
  • Brinker Capital's United Community Banks position peaked at $567K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Brinker Capital's 13F filing for Q1 2020, filed 29 Apr 2020.