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

Piermont 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
2018 Q4	$1.93M	Sell	90,052 -2,688	-3%	-$66.4K	0.92%	62
2018 Q3	$2.59M	Buy	+92,740	New	+$2.81M	1.04%	41
2018 Q2	–	Sell	-98,837	Closed	-$3.13M	–	270
2018 Q1	$3.13M	Buy	98,837 +2,200	+2%	+$68.9K	1.04%	11
2017 Q4	$2.72M	Sell	96,637 -3,280	-3%	-$91.5K	0.89%	21
2017 Q3	$2.85M	Buy	99,917 +470	+0.5%	+$12.7K	0.94%	15
2017 Q2	$2.77M	Sell	99,447 -25,483	-20%	-$689K	0.79%	17
2017 Q1	$3.46M	Sell	124,930 -11,560	-8%	-$329K	0.82%	15
2016 Q4	$4.04M	Sell	136,490 -12,131	-8%	-$304K	0.92%	9
2016 Q3	$3.12M	Sell	148,621 -1,090	-0.7%	-$21.6K	0.74%	36
2016 Q2	$2.74M	Buy	149,711 +43,621	+41%	+$843K	0.71%	44
2016 Q1	$1.96M	Buy	+106,090	New	+$1.88M	0.63%	79
2014 Q1	–	Sell	-109,790	Closed	-$1.95M	–	162
2013 Q4	$1.95M	Buy	+109,790	New	+$1.82M	0.98%	41

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VNIM

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Piermont Capital Management's UCB Position: Q4 2018 in Review

Piermont Capital Management reduced its United Community Banks (UCB) stake by 2.9% in Q4 2018, selling an estimated $66.4K and leaving 90,052 shares worth $1.93M. The position accounts for 0.92% of the portfolio, ranked #62.

Piermont Capital Management first reported a position in UCB in Q4 2013 and has held it in 12 quarters since. The position peaked at $4.04M in Q4 2016. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

Piermont Capital Management held 90,052 shares of United Community Banks worth $1.93M as of Q4 2018.
Piermont Capital Management sold 2,688 United Community Banks shares in Q4 2018, an estimated $66.4K.
United Community Banks made up 0.92% of Piermont Capital Management's portfolio in Q4 2018, its #62 holding.
Piermont Capital Management first reported a position in United Community Banks in Q4 2013 and has held it in 12 quarters since.
Piermont Capital Management's United Community Banks position peaked at $4.04M in Q4 2016.
226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.