CMBA
UCB

C.M. Bidwell & Associates’s United Community Banks UCB Stock Holding History

C.M. Bidwell & Associates’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
-2,025
Closed -$63K – 482
2019
Q4 		$63K Buy
+2,025
New +$61.2K 0.06% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

C.M. Bidwell & Associates's UCB Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 2,025 shares — an estimated $63K sold.

C.M. Bidwell & Associates first reported a position in UCB in Q4 2019 and held it in 1 quarter. The position peaked at $63K in Q4 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • C.M. Bidwell & Associates reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,025 United Community Banks shares in Q1 2020, an estimated $63K.
  • C.M. Bidwell & Associates first reported a position in United Community Banks in Q4 2019 and held it in 1 quarter.
  • C.M. Bidwell & Associates's United Community Banks position peaked at $63K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.