LWA
UCB

Lenox Wealth Advisors’s United Community Banks UCB Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-63
Closed -$1K – 814
2020
Q1 		$1K Hold
63
– – ﹤0.01% 739
2019
Q4 		$2K Hold
63
– – ﹤0.01% 639
2019
Q3 		$2K Buy
+63
New +$1.73K ﹤0.01% 540

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lenox Wealth Advisors's UCB Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of United Community Banks (UCB) in Q2 2020, closing a stake of 63 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in UCB in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 197 funds tracked by Wall St. Rank hold UCB as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining United Community Banks position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 63 United Community Banks shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in United Community Banks in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's United Community Banks position peaked at $2K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held United Community Banks as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.