JA
UCB

JOYN Advisors’s United Community Banks UCB Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-435
Closed -$9K – 1471
2018
Q4 		$9K Buy
435
+429
+7,150% +$10.6K ﹤0.01% 1042
2018
Q3 		$0 Sell
6
-52
-90% -$1.58K ﹤0.01% 1906
2018
Q2 		$2K Buy
58
+53
+1,060% +$1.73K ﹤0.01% 1474
2018
Q1 		$0 Buy
+5
New +$156 ﹤0.01% 1431

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JOYN Advisors's UCB Position: Q1 2019 in Review

JOYN Advisors sold out of United Community Banks (UCB) in Q1 2019, closing a stake of 435 shares — an estimated $9K sold.

JOYN Advisors first reported a position in UCB in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q4 2018. 228 funds tracked by Wall St. Rank hold UCB as of Q1 2019.

  • JOYN Advisors reported no remaining United Community Banks position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 435 United Community Banks shares in Q1 2019, an estimated $9K.
  • JOYN Advisors first reported a position in United Community Banks in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's United Community Banks position peaked at $9K in Q4 2018.
  • 228 funds tracked by Wall St. Rank held United Community Banks as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.