Convergence Investment Partners’s United Community Banks UCB Stock Holding History

Convergence Investment Partners’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
2016 Q1	–	Sell	-75,088	Closed	-$1.46M	–	402
2015 Q4	$1.46M	Sell	75,088 -51,376	-41%	-$1.04M	0.16%	197
2015 Q3	$2.58M	Sell	126,464 -10,542	-8%	-$216K	0.3%	127
2015 Q2	$2.86M	Buy	137,006 +30,444	+29%	+$585K	0.28%	123
2015 Q1	$2.01M	Buy	+106,562	New	+$1.97M	0.28%	130
2014 Q3	–	Sell	-22,209	Closed	-$364K	–	437
2014 Q2	$364K	Buy	+22,209	New	+$372K	0.05%	314

Other funds holding UCB

Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Convergence Investment Partners's UCB Position: Q1 2016 in Review

Convergence Investment Partners sold out of United Community Banks (UCB) in Q1 2016, closing a stake of 75,088 shares — an estimated $1.46M sold.

Convergence Investment Partners first reported a position in UCB in Q2 2014 and held it in 5 quarters. The position peaked at $2.86M in Q2 2015. 159 funds tracked by Wall St. Rank hold UCB as of Q1 2016.

Convergence Investment Partners reported no remaining United Community Banks position as of Q1 2016 after selling out during the quarter.
Convergence Investment Partners sold 75,088 United Community Banks shares in Q1 2016, an estimated $1.46M.
Convergence Investment Partners first reported a position in United Community Banks in Q2 2014 and held it in 5 quarters.
Convergence Investment Partners's United Community Banks position peaked at $2.86M in Q2 2015.
159 funds tracked by Wall St. Rank held United Community Banks as of Q1 2016.

Based on Convergence Investment Partners's 13F filing for Q1 2016, filed 11 May 2016.