GW&K Investment Management’s United Community Banks UCB Stock Holding History

GW&K Investment 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
2018 Q4	–	Sell	-21,808	Closed	-$608K	–	297
2018 Q3	$608K	Buy	21,808 +435	+2%	+$13.2K	0.01%	230
2018 Q2	$656K	Buy	21,373 +1,463	+7%	+$47.6K	0.01%	231
2018 Q1	$630K	Buy	19,910 +5,600	+39%	+$175K	0.01%	233
2017 Q4	$403K	Buy	14,310 +1,615	+13%	+$45.1K	0.01%	227
2017 Q3	$362K	Buy	12,695 +310	+3%	+$8.38K	0.01%	224
2017 Q2	$344K	Buy	12,385 +3,075	+33%	+$83.2K	0.01%	217
2017 Q1	$258K	Buy	9,310 +1,250	+16%	+$35.6K	﹤0.01%	216
2016 Q4	$239K	Buy	+8,060	New	+$202K	﹤0.01%	226

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

GW&K Investment Management's UCB Position: Q4 2018 in Review

GW&K Investment Management sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 21,808 shares — an estimated $608K sold.

GW&K Investment Management first reported a position in UCB in Q4 2016 and held it in 8 quarters. The position peaked at $656K in Q2 2018. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

GW&K Investment Management reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
GW&K Investment Management sold 21,808 United Community Banks shares in Q4 2018, an estimated $608K.
GW&K Investment Management first reported a position in United Community Banks in Q4 2016 and held it in 8 quarters.
GW&K Investment Management's United Community Banks position peaked at $656K in Q2 2018.
226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on GW&K Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.