QBFM
UCB

QS Batterymarch Financial Management’s United Community Banks UCB Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$5.89M Sell
357,814
-34,750
-9% -$578K 0.16% 196
2014
Q2 		$6.43M Sell
392,564
-38,350
-9% -$643K 0.16% 197
2014
Q1 		$8.37M Sell
430,914
-8,500
-2% -$151K 0.17% 159
2013
Q4 		$7.8M Buy
439,414
+18,644
+4% +$309K 0.17% 185
2013
Q3 		$6.31M Hold
420,770
– – 0.14% 229
2013
Q2 		$5.23M Buy
+420,770
New +$4.78M 0.1% 305

Other funds holding UCB

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QS Batterymarch Financial Management's UCB Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its United Community Banks (UCB) stake by 8.9% in Q3 2014, selling an estimated $578K and leaving 357,814 shares worth $5.89M. The position accounts for 0.16% of the portfolio, ranked #196.

QS Batterymarch Financial Management first reported a position in UCB in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.37M in Q1 2014. 148 funds tracked by Wall St. Rank hold UCB as of Q3 2014.

  • QS Batterymarch Financial Management held 357,814 shares of United Community Banks worth $5.89M as of Q3 2014.
  • QS Batterymarch Financial Management sold 34,750 United Community Banks shares in Q3 2014, an estimated $578K.
  • United Community Banks made up 0.16% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #196 holding.
  • QS Batterymarch Financial Management first reported a position in United Community Banks in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's United Community Banks position peaked at $8.37M in Q1 2014.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.