NFG
UCB

Next Financial Group’s United Community Banks UCB Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-1,238
Closed -$38K – 2448
2019
Q4 		$38K Buy
1,238
+8
+0.7% +$242 ﹤0.01% 1305
2019
Q3 		$35K Buy
1,230
+7
+0.6% +$192 ﹤0.01% 1257
2019
Q2 		$35K Buy
1,223
+8
+0.7% +$218 ﹤0.01% 1283
2019
Q1 		$30K Buy
1,215
+9
+0.7% +$234 0.01% 865
2018
Q4 		$26K Buy
1,206
+6
+0.5% +$148 0.01% 1019
2018
Q3 		$33K Buy
+1,200
New +$36.4K 0.02% 639
2017
Q4 		– Sell
-1,200
Closed -$34K – 1458
2017
Q3 		$34K Hold
1,200
– – 0.01% 826
2017
Q2 		$33K Hold
1,200
– – 0.01% 916
2017
Q1 		$33K Hold
1,200
– – 0.01% 868
2016
Q4 		$36K Hold
1,200
– – 0.01% 1096
2016
Q3 		$25K Buy
+1,200
New +$23.8K ﹤0.01% 1256
2014
Q4 		– Sell
-1,200
Closed -$20K – 2393
2014
Q3 		$20K Buy
+1,200
New +$20K ﹤0.01% 1433

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's UCB Position: Q1 2020 in Review

Next Financial Group sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 1,238 shares — an estimated $38K sold.

Next Financial Group first reported a position in UCB in Q3 2014 and held it in 12 quarters. The position peaked at $38K in Q4 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • Next Financial Group reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 1,238 United Community Banks shares in Q1 2020, an estimated $38K.
  • Next Financial Group first reported a position in United Community Banks in Q3 2014 and held it in 12 quarters.
  • Next Financial Group's United Community Banks position peaked at $38K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.