FIAS
UCB

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

FinTrust 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
2018
Q1 		– Sell
-7,218
Closed -$203K – 126
2017
Q4 		$203K Buy
+7,218
New +$201K 0.18% 116

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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 $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FinTrust Investment Advisory Services's UCB Position: Q1 2018 in Review

FinTrust Investment Advisory Services sold out of United Community Banks (UCB) in Q1 2018, closing a stake of 7,218 shares — an estimated $203K sold.

FinTrust Investment Advisory Services first reported a position in UCB in Q4 2017 and held it in 1 quarter. The position peaked at $203K in Q4 2017. 216 funds tracked by Wall St. Rank hold UCB as of Q1 2018.

  • FinTrust Investment Advisory Services reported no remaining United Community Banks position as of Q1 2018 after selling out during the quarter.
  • FinTrust Investment Advisory Services sold 7,218 United Community Banks shares in Q1 2018, an estimated $203K.
  • FinTrust Investment Advisory Services first reported a position in United Community Banks in Q4 2017 and held it in 1 quarter.
  • FinTrust Investment Advisory Services's United Community Banks position peaked at $203K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.