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

Capital Investment 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
2019 Q4	–	Sell	-790	Closed	-$22K	–	1281
2019 Q3	$22K	Hold	790	–	–	0.01%	797
2019 Q2	$22K	Hold	790	–	–	0.01%	759
2019 Q1	$20K	Hold	790	–	–	0.01%	689
2018 Q4	$17K	Buy	+790	New	+$19.5K	0.01%	679

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

VNIM

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

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

Capital Investment Advisory Services's UCB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of United Community Banks (UCB) in Q4 2019, closing a stake of 790 shares — an estimated $22K sold.

Capital Investment Advisory Services first reported a position in UCB in Q4 2018 and held it in 4 quarters. The position peaked at $22K in Q3 2019. 233 funds tracked by Wall St. Rank hold UCB as of Q4 2019.

Capital Investment Advisory Services reported no remaining United Community Banks position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 790 United Community Banks shares in Q4 2019, an estimated $22K.
Capital Investment Advisory Services first reported a position in United Community Banks in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's United Community Banks position peaked at $22K in Q3 2019.
233 funds tracked by Wall St. Rank held United Community Banks as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.