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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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.