PIM
UCB

Perkins Investment Management’s United Community Banks UCB Stock Holding History

Perkins Investment 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
2017
Q1 		– Sell
-137,049
Closed -$4.06M – 274
2016
Q4 		$4.06M Sell
137,049
-1,701,864
-93% -$42.6M 0.05% 177
2016
Q3 		$38.7M Buy
1,838,913
+588,539
+47% +$11.7M 0.53% 80
2016
Q2 		$22.9M Sell
1,250,374
-44,741
-3% -$864K 0.35% 96
2016
Q1 		$23.9M Buy
1,295,115
+271,090
+26% +$4.81M 0.36% 95
2015
Q4 		$20M Sell
1,024,025
-72,865
-7% -$1.48M 0.29% 103
2015
Q3 		$22.4M Sell
1,096,890
-264,981
-19% -$5.42M 0.32% 105
2015
Q2 		$28.4M Sell
1,361,871
-15,176
-1% -$292K 0.32% 112
2015
Q1 		$26M Buy
1,377,047
+154,807
+13% +$2.86M 0.26% 114
2014
Q4 		$23.1M Buy
1,222,240
+340,753
+39% +$6.01M 0.22% 124
2014
Q3 		$14.5M Buy
+881,487
New +$14.7M 0.13% 155

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perkins Investment Management's UCB Position: Q1 2017 in Review

Perkins Investment Management sold out of United Community Banks (UCB) in Q1 2017, closing a stake of 137,049 shares — an estimated $4.06M sold.

Perkins Investment Management first reported a position in UCB in Q3 2014 and held it in 10 quarters. The position peaked at $38.7M in Q3 2016. 185 funds tracked by Wall St. Rank hold UCB as of Q1 2017.

  • Perkins Investment Management reported no remaining United Community Banks position as of Q1 2017 after selling out during the quarter.
  • Perkins Investment Management sold 137,049 United Community Banks shares in Q1 2017, an estimated $4.06M.
  • Perkins Investment Management first reported a position in United Community Banks in Q3 2014 and held it in 10 quarters.
  • Perkins Investment Management's United Community Banks position peaked at $38.7M in Q3 2016.
  • 185 funds tracked by Wall St. Rank held United Community Banks as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.