HF
UCB

Hoxton Financial’s United Community Banks UCB Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-928
Closed -$16K – 599
2013
Q4 		$16K Buy
+928
New +$15.4K 0.01% 395

Other funds holding UCB

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hoxton Financial's UCB Position: Q1 2014 in Review

Hoxton Financial sold out of United Community Banks (UCB) in Q1 2014, closing a stake of 928 shares — an estimated $16K sold.

Hoxton Financial first reported a position in UCB in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 160 funds tracked by Wall St. Rank hold UCB as of Q1 2014.

  • Hoxton Financial reported no remaining United Community Banks position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 928 United Community Banks shares in Q1 2014, an estimated $16K.
  • Hoxton Financial first reported a position in United Community Banks in Q4 2013 and held it in 1 quarter.
  • Hoxton Financial's United Community Banks position peaked at $16K in Q4 2013.
  • 160 funds tracked by Wall St. Rank held United Community Banks as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.