First Mercantile Trust’s United Community Banks UCB Stock Holding History

First Mercantile 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
2020 Q2	–	Sell	-2,594	Closed	-$47K	–	978
2020 Q1	$47K	Buy	2,594 +116	+5%	+$2.99K	0.01%	715
2019 Q4	$77K	Sell	2,478 -25	-1%	-$755	0.01%	739
2019 Q3	$71K	Buy	2,503 +625	+33%	+$17.1K	0.01%	768
2019 Q2	$54K	Buy	+1,878	New	+$51.3K	0.01%	750
2014 Q3	–	Sell	-277	Closed	-$5K	–	1210
2014 Q2	$5K	Buy	+277	New	+$4.64K	﹤0.01%	1140

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Mercantile Trust's UCB Position: Q2 2020 in Review

First Mercantile Trust sold out of United Community Banks (UCB) in Q2 2020, closing a stake of 2,594 shares — an estimated $47K sold.

First Mercantile Trust first reported a position in UCB in Q2 2014 and held it in 5 quarters. The position peaked at $77K in Q4 2019. 197 funds tracked by Wall St. Rank hold UCB as of Q2 2020.

First Mercantile Trust reported no remaining United Community Banks position as of Q2 2020 after selling out during the quarter.
First Mercantile Trust sold 2,594 United Community Banks shares in Q2 2020, an estimated $47K.
First Mercantile Trust first reported a position in United Community Banks in Q2 2014 and held it in 5 quarters.
First Mercantile Trust's United Community Banks position peaked at $77K in Q4 2019.
197 funds tracked by Wall St. Rank held United Community Banks as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.