NAM
UCB

NorthCoast Asset Management’s United Community Banks UCB Stock Holding History

NorthCoast Asset 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
2014
Q3 		– Sell
-53,463
Closed -$875K – 175
2014
Q2 		$875K Hold
53,463
– – 0.05% 143
2014
Q1 		$1.04M Buy
+53,463
New +$951K 0.07% 115

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NorthCoast Asset Management's UCB Position: Q3 2014 in Review

NorthCoast Asset Management sold out of United Community Banks (UCB) in Q3 2014, closing a stake of 53,463 shares — an estimated $875K sold.

NorthCoast Asset Management first reported a position in UCB in Q1 2014 and held it in 2 quarters. The position peaked at $1.04M in Q1 2014. 148 funds tracked by Wall St. Rank hold UCB as of Q3 2014.

  • NorthCoast Asset Management reported no remaining United Community Banks position as of Q3 2014 after selling out during the quarter.
  • NorthCoast Asset Management sold 53,463 United Community Banks shares in Q3 2014, an estimated $875K.
  • NorthCoast Asset Management first reported a position in United Community Banks in Q1 2014 and held it in 2 quarters.
  • NorthCoast Asset Management's United Community Banks position peaked at $1.04M in Q1 2014.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q3 2014.

Based on NorthCoast Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.