Palouse Capital Management’s United Community Banks UCB Stock Holding History

Palouse Capital 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
2019 Q2	–	Sell	-10,826	Closed	-$270K	–	105
2019 Q1	$270K	Sell	10,826 -183	-2%	-$4.75K	0.1%	74
2018 Q4	$236K	Buy	11,009 +3,330	+43%	+$82.2K	0.09%	81
2018 Q3	$214K	Buy	7,679 +602	+9%	+$18.2K	0.07%	103
2018 Q2	$217K	Hold	7,077	–	–	0.07%	99
2018 Q1	$224K	Buy	+7,077	New	+$221K	0.07%	92
2017 Q4	–	Sell	-7,253	Closed	-$207K	–	109
2017 Q3	$207K	Buy	+7,253	New	+$196K	0.07%	105
2017 Q1	–	Sell	-7,279	Closed	-$216K	–	108
2016 Q4	$216K	Sell	7,279 -4,572	-39%	-$115K	0.09%	91
2016 Q3	$249K	Sell	11,851 -100	-0.8%	-$1.98K	0.11%	74
2016 Q2	$219K	Sell	11,951 -348	-3%	-$6.72K	0.09%	85
2016 Q1	$227K	Buy	+12,299	New	+$218K	0.09%	88

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

Palouse Capital Management's UCB Position: Q2 2019 in Review

Palouse Capital Management sold out of United Community Banks (UCB) in Q2 2019, closing a stake of 10,826 shares — an estimated $270K sold.

Palouse Capital Management first reported a position in UCB in Q1 2016 and held it in 10 quarters. The position peaked at $270K in Q1 2019. 225 funds tracked by Wall St. Rank hold UCB as of Q2 2019.

Palouse Capital Management reported no remaining United Community Banks position as of Q2 2019 after selling out during the quarter.
Palouse Capital Management sold 10,826 United Community Banks shares in Q2 2019, an estimated $270K.
Palouse Capital Management first reported a position in United Community Banks in Q1 2016 and held it in 10 quarters.
Palouse Capital Management's United Community Banks position peaked at $270K in Q1 2019.
225 funds tracked by Wall St. Rank held United Community Banks as of Q2 2019.

Based on Palouse Capital Management's 13F filing for Q2 2019, filed 6 Aug 2019.