LI
UCB

LMCG Investments’s United Community Banks UCB Stock Holding History

LMCG Investments’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
2015
Q3 		$521K Buy
25,465
+2,250
+10% +$46K 0.01% 443
2015
Q2 		$484K Buy
23,215
+1,640
+8% +$31.5K 0.01% 452
2015
Q1 		$407K Buy
21,575
+9,456
+78% +$175K 0.01% 489
2014
Q4 		$230K Buy
+12,119
New +$214K 0.01% 489

Other funds holding UCB

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LMCG Investments's UCB Position: Q3 2015 in Review

LMCG Investments increased its United Community Banks (UCB) stake by 9.7% in Q3 2015, buying an estimated $46K and bringing the position to 25,465 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #443.

LMCG Investments first reported a position in UCB in Q4 2014 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold UCB as of Q3 2015.

  • LMCG Investments held 25,465 shares of United Community Banks worth $521K as of Q3 2015.
  • LMCG Investments bought 2,250 United Community Banks shares in Q3 2015, an estimated $46K.
  • United Community Banks made up 0.01% of LMCG Investments's portfolio in Q3 2015, its #443 holding.
  • LMCG Investments first reported a position in United Community Banks in Q4 2014 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held United Community Banks as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.