NI
UCB

Numeric Investors’s United Community Banks UCB Stock Holding History

Numeric Investors’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
2017
Q2 		– Sell
-47,900
Closed -$1.33M – 1185
2017
Q1 		$1.33M Sell
47,900
-35,700
-43% -$1.02M 0.01% 583
2016
Q4 		$2.48M Sell
83,600
-4,100
-5% -$103K 0.02% 458
2016
Q3 		$1.84M Buy
87,700
+26,400
+43% +$524K 0.02% 487
2016
Q2 		$1.12M Buy
+61,300
New +$1.18M 0.01% 552
2014
Q1 		– Sell
-42,300
Closed -$751K – 917
2013
Q4 		$751K Buy
+42,300
New +$700K 0.01% 514

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Numeric Investors's UCB Position: Q2 2017 in Review

Numeric Investors sold out of United Community Banks (UCB) in Q2 2017, closing a stake of 47,900 shares — an estimated $1.33M sold.

Numeric Investors first reported a position in UCB in Q4 2013 and held it in 5 quarters. The position peaked at $2.48M in Q4 2016. 188 funds tracked by Wall St. Rank hold UCB as of Q2 2017.

  • Numeric Investors reported no remaining United Community Banks position as of Q2 2017 after selling out during the quarter.
  • Numeric Investors sold 47,900 United Community Banks shares in Q2 2017, an estimated $1.33M.
  • Numeric Investors first reported a position in United Community Banks in Q4 2013 and held it in 5 quarters.
  • Numeric Investors's United Community Banks position peaked at $2.48M in Q4 2016.
  • 188 funds tracked by Wall St. Rank held United Community Banks as of Q2 2017.

Based on Numeric Investors's 13F filing for Q2 2017, filed 14 Aug 2017.