MCM
UCB

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

Monument 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
2018
Q4 		– Sell
-40
Closed -$1K – 317
2018
Q3 		$1K Buy
+40
New +$1.21K ﹤0.01% 305

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Monument Capital Management's UCB Position: Q4 2018 in Review

Monument Capital Management sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 40 shares — an estimated $1K sold.

Monument Capital Management first reported a position in UCB in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

  • Monument Capital Management reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 40 United Community Banks shares in Q4 2018, an estimated $1K.
  • Monument Capital Management first reported a position in United Community Banks in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's United Community Banks position peaked at $1K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.