NCM
UCB

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

Next 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
2019
Q3 		– Sell
-188
Closed -$5K – 825
2019
Q2 		$5K Buy
+188
New +$5.13K ﹤0.01% 664

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 $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Next Capital Management's UCB Position: Q3 2019 in Review

Next Capital Management sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 188 shares — an estimated $5K sold.

Next Capital Management first reported a position in UCB in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

  • Next Capital Management reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 188 United Community Banks shares in Q3 2019, an estimated $5K.
  • Next Capital Management first reported a position in United Community Banks in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's United Community Banks position peaked at $5K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.