OA
UCB

OFI Advisors’s United Community Banks UCB Stock Holding History

OFI Advisors’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
2015
Q3 		$156K Sell
7,630
-695
-8% -$14.2K 0.01% 1317
2015
Q2 		$174K Sell
8,325
-36
-0.4% -$692 0.01% 1311
2015
Q1 		$158K Buy
8,361
+338
+4% +$6.25K 0.01% 1344
2014
Q4 		$152K Buy
8,023
+124
+2% +$2.19K 0.01% 1337
2014
Q3 		$130K Sell
7,899
-566
-7% -$9.41K 0.01% 1353
2014
Q2 		$139K Buy
8,465
+1,696
+25% +$28.4K 0.01% 1335
2014
Q1 		$131K Sell
6,769
-312
-4% -$5.55K 0.01% 1319
2013
Q4 		$126K Buy
7,081
+165
+2% +$2.73K 0.01% 1319
2013
Q3 		$104K Sell
6,916
-55
-0.8% -$799 0.01% 1317
2013
Q2 		$87K Buy
+6,971
New +$79.1K 0.01% 1330

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

OFI Advisors's UCB Position: Q3 2015 in Review

OFI Advisors reduced its United Community Banks (UCB) stake by 8.3% in Q3 2015, selling an estimated $14.2K and leaving 7,630 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1317.

OFI Advisors first reported a position in UCB in Q2 2013 and has held it in 10 quarters since. The position peaked at $174K in Q2 2015. 153 funds tracked by Wall St. Rank hold UCB as of Q3 2015.

  • OFI Advisors held 7,630 shares of United Community Banks worth $156K as of Q3 2015.
  • OFI Advisors sold 695 United Community Banks shares in Q3 2015, an estimated $14.2K.
  • United Community Banks made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1317 holding.
  • OFI Advisors first reported a position in United Community Banks in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's United Community Banks position peaked at $174K in Q2 2015.
  • 153 funds tracked by Wall St. Rank held United Community Banks as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.