FPFS
UCB

First Personal Financial Services’s United Community Banks UCB Stock Holding History

First Personal Financial 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
Q2 		– Sell
-443
Closed -$14K – 948
2018
Q1 		$14K Buy
443
+6
+1% +$188 ﹤0.01% 714
2017
Q4 		$12K Buy
437
+42
+11% +$1.17K ﹤0.01% 747
2017
Q3 		$11K Buy
395
+43
+12% +$1.16K ﹤0.01% 692
2017
Q2 		$10K Buy
352
+186
+112% +$5.03K ﹤0.01% 721
2017
Q1 		$5K Buy
+166
New +$4.72K ﹤0.01% 801

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Personal Financial Services's UCB Position: Q2 2018 in Review

First Personal Financial Services sold out of United Community Banks (UCB) in Q2 2018, closing a stake of 443 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in UCB in Q1 2017 and held it in 5 quarters. The position peaked at $14K in Q1 2018. 224 funds tracked by Wall St. Rank hold UCB as of Q2 2018.

  • First Personal Financial Services reported no remaining United Community Banks position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 443 United Community Banks shares in Q2 2018, an estimated $14K.
  • First Personal Financial Services first reported a position in United Community Banks in Q1 2017 and held it in 5 quarters.
  • First Personal Financial Services's United Community Banks position peaked at $14K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held United Community Banks as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.