JIR
UCB

James Investment Research’s United Community Banks UCB Stock Holding History

James Investment Research’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
2016
Q1 		– Sell
-14,600
Closed -$285K – 488
2015
Q4 		$285K Sell
14,600
-8,100
-36% -$165K 0.01% 264
2015
Q3 		$464K Hold
22,700
– – 0.01% 249
2015
Q2 		$474K Sell
22,700
-1,500
-6% -$28.8K 0.01% 269
2015
Q1 		$457K Buy
24,200
+3,700
+18% +$68.4K 0.01% 286
2014
Q4 		$388K Buy
20,500
+18,400
+876% +$324K 0.01% 285
2014
Q3 		$35K Buy
+2,100
New +$34.9K ﹤0.01% 407

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

James Investment Research's UCB Position: Q1 2016 in Review

James Investment Research sold out of United Community Banks (UCB) in Q1 2016, closing a stake of 14,600 shares — an estimated $285K sold.

James Investment Research first reported a position in UCB in Q3 2014 and held it in 6 quarters. The position peaked at $474K in Q2 2015. 159 funds tracked by Wall St. Rank hold UCB as of Q1 2016.

  • James Investment Research reported no remaining United Community Banks position as of Q1 2016 after selling out during the quarter.
  • James Investment Research sold 14,600 United Community Banks shares in Q1 2016, an estimated $285K.
  • James Investment Research first reported a position in United Community Banks in Q3 2014 and held it in 6 quarters.
  • James Investment Research's United Community Banks position peaked at $474K in Q2 2015.
  • 159 funds tracked by Wall St. Rank held United Community Banks as of Q1 2016.

Based on James Investment Research's 13F filing for Q1 2016, filed 25 Apr 2016.