Kavar Capital Partners Group’s United Community Banks UCB Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-100	Closed	-$3K	–	469
2019 Q2	$3K	Buy	+100	New	+$2.73K	﹤0.01%	463
2018 Q3	–	Sell	-100	Closed	-$3K	–	401
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	400
2018 Q1	$3K	Buy	+100	New	+$3.13K	﹤0.01%	396

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Kavar Capital Partners Group's UCB Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Kavar Capital Partners Group first reported a position in UCB in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

Kavar Capital Partners Group reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 100 United Community Banks shares in Q3 2019, an estimated $3K.
Kavar Capital Partners Group first reported a position in United Community Banks in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's United Community Banks position peaked at $3K in Q2 2019.
216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.