One Wealth Advisors’s United Community Banks UCB Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-130	Closed	-$3K	–	492
2019 Q1	$3K	Buy	+130	New	+$3.38K	﹤0.01%	453
2018 Q4	–	Sell	-183	Closed	-$5K	–	488
2018 Q3	$5K	Hold	183	–	–	﹤0.01%	410
2018 Q2	$6K	Hold	183	–	–	﹤0.01%	376
2018 Q1	$6K	Hold	183	–	–	0.01%	354
2017 Q4	$5K	Buy	+183	New	+$5.11K	﹤0.01%	423

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Advisors's UCB Position: Q2 2019 in Review

One Wealth Advisors sold out of United Community Banks (UCB) in Q2 2019, closing a stake of 130 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in UCB in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 225 funds tracked by Wall St. Rank hold UCB as of Q2 2019.

One Wealth Advisors reported no remaining United Community Banks position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 130 United Community Banks shares in Q2 2019, an estimated $3K.
One Wealth Advisors first reported a position in United Community Banks in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's United Community Banks position peaked at $6K in Q2 2018.
225 funds tracked by Wall St. Rank held United Community Banks as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.