DIA
UCB

Denver Investment Advisors’s United Community Banks UCB Stock Holding History

Denver Investment Advisors’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
2018
Q1 		$10.2M Sell
323,019
-20,161
-6% -$631K 0.54% 82
2017
Q4 		$9.66M Sell
343,180
-17,725
-5% -$495K 0.48% 87
2017
Q3 		$10.3M Sell
360,905
-84,305
-19% -$2.28M 0.5% 85
2017
Q2 		$12.4M Sell
445,210
-359,318
-45% -$9.72M 0.55% 73
2017
Q1 		$22.3M Sell
804,528
-68,897
-8% -$1.96M 0.99% 20
2016
Q4 		$25.9M Sell
873,425
-203,785
-19% -$5.1M 1.09% 17
2016
Q3 		$22.6M Sell
1,077,210
-9,413
-0.9% -$187K 1% 20
2016
Q2 		$19.9M Buy
1,086,623
+78,740
+8% +$1.52M 0.9% 20
2016
Q1 		$18.6M Buy
1,007,883
+137,753
+16% +$2.44M 0.83% 27
2015
Q4 		$17M Sell
870,130
-76,956
-8% -$1.56M 0.77% 32
2015
Q3 		$19.4M Sell
947,086
-114,454
-11% -$2.34M 0.84% 33
2015
Q2 		$22.2M Sell
1,061,540
-18,359
-2% -$353K 0.82% 38
2015
Q1 		$20.4M Sell
1,079,899
-57,987
-5% -$1.07M 0.67% 47
2014
Q4 		$21.6M Buy
1,137,886
+120,401
+12% +$2.12M 0.69% 45
2014
Q3 		$16.7M Buy
1,017,485
+1,004,911
+7,992% +$16.7M 0.55% 59
2014
Q2 		$206K Hold
12,574
– – 0.01% 541
2014
Q1 		$244K Buy
+12,574
New +$224K 0.01% 517

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Denver Investment Advisors's UCB Position: Q1 2018 in Review

Denver Investment Advisors reduced its United Community Banks (UCB) stake by 5.9% in Q1 2018, selling an estimated $631K and leaving 323,019 shares worth $10.2M. The position accounts for 0.54% of the portfolio, ranked #82.

Denver Investment Advisors first reported a position in UCB in Q1 2014 and has held it in 17 quarters since. The position peaked at $25.9M in Q4 2016. 216 funds tracked by Wall St. Rank hold UCB as of Q1 2018.

  • Denver Investment Advisors held 323,019 shares of United Community Banks worth $10.2M as of Q1 2018.
  • Denver Investment Advisors sold 20,161 United Community Banks shares in Q1 2018, an estimated $631K.
  • United Community Banks made up 0.54% of Denver Investment Advisors's portfolio in Q1 2018, its #82 holding.
  • Denver Investment Advisors first reported a position in United Community Banks in Q1 2014 and has held it in 17 quarters since.
  • Denver Investment Advisors's United Community Banks position peaked at $25.9M in Q4 2016.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.