ICM
UCB

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

ISZO 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
2014
Q4 		– Sell
-14,944
Closed -$246K – 16
2014
Q3 		$246K Hold
14,944
– – 0.12% 9
2014
Q2 		$245K Hold
14,944
– – 0.13% 11
2014
Q1 		$290K Buy
+14,944
New +$266K 0.17% 13

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ISZO Capital Management's UCB Position: Q4 2014 in Review

ISZO Capital Management sold out of United Community Banks (UCB) in Q4 2014, closing a stake of 14,944 shares — an estimated $246K sold.

ISZO Capital Management first reported a position in UCB in Q1 2014 and held it in 3 quarters. The position peaked at $290K in Q1 2014. 148 funds tracked by Wall St. Rank hold UCB as of Q4 2014.

  • ISZO Capital Management reported no remaining United Community Banks position as of Q4 2014 after selling out during the quarter.
  • ISZO Capital Management sold 14,944 United Community Banks shares in Q4 2014, an estimated $246K.
  • ISZO Capital Management first reported a position in United Community Banks in Q1 2014 and held it in 3 quarters.
  • ISZO Capital Management's United Community Banks position peaked at $290K in Q1 2014.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q4 2014.

Based on ISZO Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.