Mascoma Wealth Management’s United Community Banks UCB Stock Holding History

Mascoma Wealth Management’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	-500	Closed	-$14K	–	357
2019 Q2	$14K	Hold	500	–	–	0.01%	249
2019 Q1	$12K	Hold	500	–	–	0.01%	257
2018 Q4	$11K	Hold	500	–	–	0.01%	253
2018 Q3	$14K	Hold	500	–	–	0.01%	270
2018 Q2	$15K	Hold	500	–	–	0.01%	247
2018 Q1	$16K	Hold	500	–	–	0.01%	240
2017 Q4	$16K	Hold	500	–	–	0.01%	233
2017 Q3	$14K	Hold	500	–	–	0.01%	259
2017 Q2	$14K	Hold	500	–	–	0.01%	266
2017 Q1	$14K	Hold	500	–	–	0.01%	243
2016 Q4	$15K	Buy	+500	New	+$12.5K	0.01%	243

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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 $141B AUM 34.18% 1-Year Est. Return

Mascoma Wealth Management's UCB Position: Q3 2019 in Review

Mascoma Wealth Management sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 500 shares — an estimated $14K sold.

Mascoma Wealth Management first reported a position in UCB in Q4 2016 and held it in 11 quarters. The position peaked at $16K in Q1 2018. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

Mascoma Wealth Management reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 500 United Community Banks shares in Q3 2019, an estimated $14K.
Mascoma Wealth Management first reported a position in United Community Banks in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's United Community Banks position peaked at $16K in Q1 2018.
216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.