GBBWRPM
UCB

Genovese Burford & Brothers Wealth & Retirement Plan Management’s United Community Banks UCB Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017
Q4 		– Sell
-298
Closed -$8K – 469
2017
Q3 		$8K Buy
+298
New +$8.05K ﹤0.01% 305

Other funds holding UCB

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's UCB Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of United Community Banks (UCB) in Q4 2017, closing a stake of 298 shares — an estimated $8K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in UCB in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 203 funds tracked by Wall St. Rank hold UCB as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining United Community Banks position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 298 United Community Banks shares in Q4 2017, an estimated $8K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in United Community Banks in Q3 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's United Community Banks position peaked at $8K in Q3 2017.
  • 203 funds tracked by Wall St. Rank held United Community Banks as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.