HCM
UCB

Herndon Capital Management’s United Community Banks UCB Stock Holding History

Herndon Capital 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
Q1 		– Sell
-276
Closed -$8K – 216
2016
Q4 		$8K Hold
276
– – ﹤0.01% 159
2016
Q3 		$6K Sell
276
-63
-19% -$1.25K ﹤0.01% 238
2016
Q2 		$6K Buy
339
+259
+324% +$5K ﹤0.01% 243
2016
Q1 		$1K Buy
+80
New +$1.42K ﹤0.01% 179

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herndon Capital Management's UCB Position: Q1 2017 in Review

Herndon Capital Management sold out of United Community Banks (UCB) in Q1 2017, closing a stake of 276 shares — an estimated $8K sold.

Herndon Capital Management first reported a position in UCB in Q1 2016 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 185 funds tracked by Wall St. Rank hold UCB as of Q1 2017.

  • Herndon Capital Management reported no remaining United Community Banks position as of Q1 2017 after selling out during the quarter.
  • Herndon Capital Management sold 276 United Community Banks shares in Q1 2017, an estimated $8K.
  • Herndon Capital Management first reported a position in United Community Banks in Q1 2016 and held it in 4 quarters.
  • Herndon Capital Management's United Community Banks position peaked at $8K in Q4 2016.
  • 185 funds tracked by Wall St. Rank held United Community Banks as of Q1 2017.

Based on Herndon Capital Management's 13F filing for Q1 2017, filed 10 May 2017.