EMFAT
UCB

Emerald Mutual Fund Advisers Trust’s United Community Banks UCB Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2017
Q3 		– Sell
-101,784
Closed -$2.83M – 276
2017
Q2 		$2.83M Hold
101,784
– – 0.12% 170
2017
Q1 		$2.82M Hold
101,784
– – 0.13% 164
2016
Q4 		$3.02M Buy
+101,784
New +$2.55M 0.14% 148

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's UCB Position: Q3 2017 in Review

Emerald Mutual Fund Advisers Trust sold out of United Community Banks (UCB) in Q3 2017, closing a stake of 101,784 shares — an estimated $2.83M sold.

Emerald Mutual Fund Advisers Trust first reported a position in UCB in Q4 2016 and held it in 3 quarters. The position peaked at $3.02M in Q4 2016. 192 funds tracked by Wall St. Rank hold UCB as of Q3 2017.

  • Emerald Mutual Fund Advisers Trust reported no remaining United Community Banks position as of Q3 2017 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 101,784 United Community Banks shares in Q3 2017, an estimated $2.83M.
  • Emerald Mutual Fund Advisers Trust first reported a position in United Community Banks in Q4 2016 and held it in 3 quarters.
  • Emerald Mutual Fund Advisers Trust's United Community Banks position peaked at $3.02M in Q4 2016.
  • 192 funds tracked by Wall St. Rank held United Community Banks as of Q3 2017.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2017, filed 30 Oct 2017.