CAAS
UCB

Capital Asset Advisory Services’s United Community Banks UCB Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-388
Closed -$11K – 1541
2020
Q4 		$11K Buy
+388
New +$9.16K ﹤0.01% 1083

Other funds holding UCB

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State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Asset Advisory Services's UCB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of United Community Banks (UCB) in Q1 2021, closing a stake of 388 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in UCB in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 225 funds tracked by Wall St. Rank hold UCB as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining United Community Banks position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 388 United Community Banks shares in Q1 2021, an estimated $11K.
  • Capital Asset Advisory Services first reported a position in United Community Banks in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's United Community Banks position peaked at $11K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held United Community Banks as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.