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Garrett Wealth Advisory Group’s United Community Banks UCB Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-82
Closed -$2.33K – 655
2019
Q3 		$2.33K Buy
+82
New +$2.25K ﹤0.01% 516

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Garrett Wealth Advisory Group's UCB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of United Community Banks (UCB) in Q4 2019, closing a stake of 82 shares — an estimated $2.33K sold.

Garrett Wealth Advisory Group first reported a position in UCB in Q3 2019 and held it in 1 quarter. The position peaked at $2.33K in Q3 2019. 233 funds tracked by Wall St. Rank hold UCB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining United Community Banks position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 82 United Community Banks shares in Q4 2019, an estimated $2.33K.
  • Garrett Wealth Advisory Group first reported a position in United Community Banks in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's United Community Banks position peaked at $2.33K in Q3 2019.
  • 233 funds tracked by Wall St. Rank held United Community Banks as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.