PCP
UCB

Proficio Capital Partners’s United Community Banks UCB Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-102
Closed -$3K – 1596
2019
Q2 		$3K Buy
102
+9
+10% +$246 ﹤0.01% 1455
2019
Q1 		$2K Buy
+93
New +$2.42K ﹤0.01% 1424

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Proficio Capital Partners's UCB Position: Q3 2019 in Review

Proficio Capital Partners sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 102 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in UCB in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

  • Proficio Capital Partners reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 102 United Community Banks shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in United Community Banks in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's United Community Banks position peaked at $3K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.