GFP
UCB

Gryphon Financial Partners’s United Community Banks UCB Stock Holding History

Gryphon Financial Partners’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
Q3 		– Sell
-131
Closed -$4K – 854
2018
Q2 		$4K Sell
131
-67
-34% -$2.18K ﹤0.01% 728
2018
Q1 		$6K Sell
198
-69
-26% -$2.16K ﹤0.01% 663
2017
Q4 		$8K Buy
+267
New +$7.45K ﹤0.01% 632

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

Gryphon Financial Partners's UCB Position: Q3 2018 in Review

Gryphon Financial Partners sold out of United Community Banks (UCB) in Q3 2018, closing a stake of 131 shares — an estimated $4K sold.

Gryphon Financial Partners first reported a position in UCB in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 219 funds tracked by Wall St. Rank hold UCB as of Q3 2018.

  • Gryphon Financial Partners reported no remaining United Community Banks position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 131 United Community Banks shares in Q3 2018, an estimated $4K.
  • Gryphon Financial Partners first reported a position in United Community Banks in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's United Community Banks position peaked at $8K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held United Community Banks as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.