Kanaly Trust’s United Community Banks UCB Stock Holding History

Kanaly Trust’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 Q3	–	Sell	-20	Closed	–	–	945
2016 Q2	$0	Hold	20	–	–	﹤0.01%	952
2016 Q1	$0	Buy	+20	New	+$355	﹤0.01%	933

Other funds holding UCB

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kanaly Trust's UCB Position: Q3 2016 in Review

Kanaly Trust sold out of United Community Banks (UCB) in Q3 2016, closing a stake of 20 shares.

Kanaly Trust first reported a position in UCB in Q1 2016 and held it in 2 quarters. The position peaked at $0 in Q2 2016. 162 funds tracked by Wall St. Rank hold UCB as of Q3 2016.

Kanaly Trust reported no remaining United Community Banks position as of Q3 2016 after selling out during the quarter.
Kanaly Trust sold 20 United Community Banks shares in Q3 2016.
Kanaly Trust first reported a position in United Community Banks in Q1 2016 and held it in 2 quarters.
Kanaly Trust's United Community Banks position peaked at $0 in Q2 2016.
162 funds tracked by Wall St. Rank held United Community Banks as of Q3 2016.

Based on Kanaly Trust's 13F filing for Q3 2016, filed 8 Nov 2016.