Patten Group’s United Community Banks UCB Stock Holding History

Patten Group’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
2018 Q4	–	Sell	-321	Closed	-$9K	–	700
2018 Q3	$9K	Hold	321	–	–	﹤0.01%	537
2018 Q2	$10K	Buy	+321	New	+$10.5K	﹤0.01%	491

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

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

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

VNIM

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Patten Group's UCB Position: Q4 2018 in Review

Patten Group sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 321 shares — an estimated $9K sold.

Patten Group first reported a position in UCB in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

Patten Group reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
Patten Group sold 321 United Community Banks shares in Q4 2018, an estimated $9K.
Patten Group first reported a position in United Community Banks in Q2 2018 and held it in 2 quarters.
Patten Group's United Community Banks position peaked at $10K in Q2 2018.
226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.