LTFS
UCB

Ladenburg Thalmann Financial Services’s United Community Banks UCB Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$73K Buy
2,391
+171
+8% +$5.17K ﹤0.01% 3265
2019
Q3 		$59K Sell
2,220
-248
-10% -$6.8K ﹤0.01% 3327
2019
Q2 		$70K Sell
2,468
-6
-0.2% -$164 ﹤0.01% 3231
2019
Q1 		$63K Buy
2,474
+52
+2% +$1.35K ﹤0.01% 3246
2018
Q4 		$54K Buy
2,422
+976
+67% +$24.1K ﹤0.01% 3197
2018
Q3 		$40K Sell
1,446
-686
-32% -$20.8K ﹤0.01% 3477
2018
Q2 		$67K Hold
2,132
– – ﹤0.01% 3054
2018
Q1 		$67K Buy
2,132
+909
+74% +$28.4K ﹤0.01% 3054
2017
Q4 		$34K Sell
1,223
-39
-3% -$1.09K ﹤0.01% 3483
2017
Q3 		$36K Buy
1,262
+473
+60% +$12.8K ﹤0.01% 3335
2017
Q2 		$22K Sell
789
-79
-9% -$2.14K ﹤0.01% 3562
2017
Q1 		$24K Sell
868
-29
-3% -$825 ﹤0.01% 3443
2016
Q4 		$26K Sell
897
-79
-8% -$1.98K ﹤0.01% 3318
2016
Q3 		$21K Sell
976
-69
-7% -$1.37K ﹤0.01% 3384
2016
Q2 		$19K Hold
1,045
– – ﹤0.01% 3379
2016
Q1 		$19K Sell
1,045
-323
-24% -$5.73K ﹤0.01% 3298
2015
Q4 		$26K Buy
1,368
+203
+17% +$4.12K ﹤0.01% 3038
2015
Q3 		$24K Buy
1,165
+611
+110% +$12.5K ﹤0.01% 2996
2015
Q2 		$12K Sell
554
-165
-23% -$3.17K ﹤0.01% 3575
2015
Q1 		$14K Buy
719
+129
+22% +$2.38K ﹤0.01% 3423
2014
Q4 		$11K Buy
590
+61
+12% +$1.07K ﹤0.01% 3374
2014
Q3 		$9K Buy
529
+469
+782% +$7.8K ﹤0.01% 3175
2014
Q2 		$1K Buy
+60
New +$1.01K ﹤0.01% 3803

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UCB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its United Community Banks (UCB) stake by 7.7% in Q4 2019, buying an estimated $5.17K and bringing the position to 2,391 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Ladenburg Thalmann Financial Services first reported a position in UCB in Q2 2014 and has held it in 23 quarters since. 233 funds tracked by Wall St. Rank hold UCB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,391 shares of United Community Banks worth $73K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 171 United Community Banks shares in Q4 2019, an estimated $5.17K.
  • United Community Banks made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3265 holding.
  • Ladenburg Thalmann Financial Services first reported a position in United Community Banks in Q2 2014 and has held it in 23 quarters since.
  • 233 funds tracked by Wall St. Rank held United Community Banks as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.