McKinley Capital Management’s United Community Banks UCB Stock Holding History

McKinley Capital 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
2016 Q1	–	Sell	-213,101	Closed	-$4.15M	–	394
2015 Q4	$4.15M	Sell	213,101 -10,840	-5%	-$220K	0.19%	136
2015 Q3	$4.58M	Sell	223,941 -4,977	-2%	-$102K	0.22%	129
2015 Q2	$4.78M	Sell	228,918 -6,977	-3%	-$134K	0.2%	136
2015 Q1	$4.45M	Sell	235,895 -246,903	-51%	-$4.56M	0.18%	144
2014 Q4	$9.14M	Buy	+482,798	New	+$8.51M	0.37%	79
2014 Q3	–	Sell	-88,829	Closed	-$1.45M	–	374
2014 Q2	$1.45M	Buy	+88,829	New	+$1.49M	0.06%	184

Other funds holding UCB

Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McKinley Capital Management's UCB Position: Q1 2016 in Review

McKinley Capital Management sold out of United Community Banks (UCB) in Q1 2016, closing a stake of 213,101 shares — an estimated $4.15M sold.

McKinley Capital Management first reported a position in UCB in Q2 2014 and held it in 6 quarters. The position peaked at $9.14M in Q4 2014. 159 funds tracked by Wall St. Rank hold UCB as of Q1 2016.

McKinley Capital Management reported no remaining United Community Banks position as of Q1 2016 after selling out during the quarter.
McKinley Capital Management sold 213,101 United Community Banks shares in Q1 2016, an estimated $4.15M.
McKinley Capital Management first reported a position in United Community Banks in Q2 2014 and held it in 6 quarters.
McKinley Capital Management's United Community Banks position peaked at $9.14M in Q4 2014.
159 funds tracked by Wall St. Rank held United Community Banks as of Q1 2016.

Based on McKinley Capital Management's 13F filing for Q1 2016, filed 10 May 2016.