NES
UCB

New England Securities’s United Community Banks UCB Stock Holding History

New England Securities’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
2014
Q2 		– Sell
-787
Closed -$15K – 1851
2014
Q1 		$15K Hold
787
– – 0.01% 955
2013
Q4 		$14K Hold
787
– – 0.01% 940
2013
Q3 		$12K Hold
787
– – 0.01% 930
2013
Q2 		$10K Buy
+787
New +$8.93K 0.01% 885

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

New England Securities's UCB Position: Q2 2014 in Review

New England Securities sold out of United Community Banks (UCB) in Q2 2014, closing a stake of 787 shares — an estimated $15K sold.

New England Securities first reported a position in UCB in Q2 2013 and held it in 4 quarters. The position peaked at $15K in Q1 2014. 155 funds tracked by Wall St. Rank hold UCB as of Q2 2014.

  • New England Securities reported no remaining United Community Banks position as of Q2 2014 after selling out during the quarter.
  • New England Securities sold 787 United Community Banks shares in Q2 2014, an estimated $15K.
  • New England Securities first reported a position in United Community Banks in Q2 2013 and held it in 4 quarters.
  • New England Securities's United Community Banks position peaked at $15K in Q1 2014.
  • 155 funds tracked by Wall St. Rank held United Community Banks as of Q2 2014.

Based on New England Securities's 13F filing for Q2 2014, filed 4 Aug 2014.