DWM
UCB

Doyle Wealth Management’s United Community Banks UCB Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-207
Closed -$6K – 795
2019
Q2 		$6K Buy
+207
New +$5.65K ﹤0.01% 722

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Doyle Wealth Management's UCB Position: Q3 2019 in Review

Doyle Wealth Management sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 207 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in UCB in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

  • Doyle Wealth Management reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 207 United Community Banks shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in United Community Banks in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's United Community Banks position peaked at $6K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.