MWM
UCB

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return