GWS
UCB

Glassman Wealth Services’s United Community Banks UCB Stock Holding History

Glassman Wealth 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
2020
Q1 		– Sell
-14
Closed – – 1630
2019
Q4 		$0 Buy
14
+12
+600% +$363 ﹤0.01% 1528
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1412
2019
Q2 		$0 Buy
+2
New +$55 ﹤0.01% 1409

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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 $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's UCB Position: Q1 2020 in Review

Glassman Wealth Services sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 14 shares.

Glassman Wealth Services first reported a position in UCB in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • Glassman Wealth Services reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 14 United Community Banks shares in Q1 2020.
  • Glassman Wealth Services first reported a position in United Community Banks in Q2 2019 and held it in 3 quarters.
  • Glassman Wealth Services's United Community Banks position peaked at $0 in Q4 2019.
  • 191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.