RT
UCB

Reliance Trust’s United Community Banks UCB Stock Holding History

Reliance Trust’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
2013
Q4 		– Sell
-58,832
Closed -$882K – 166
2013
Q3 		$882K Sell
58,832
-68,438
-54% -$994K 0.86% 32
2013
Q2 		$1.58M Buy
+127,270
New +$1.44M 1.04% 25

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 $580B AUM 38.23% 1-Year Est. Return
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reliance Trust's UCB Position: Q4 2013 in Review

Reliance Trust sold out of United Community Banks (UCB) in Q4 2013, closing a stake of 58,832 shares — an estimated $882K sold.

Reliance Trust first reported a position in UCB in Q2 2013 and held it in 2 quarters. The position peaked at $1.58M in Q2 2013. 148 funds tracked by Wall St. Rank hold UCB as of Q4 2013.

  • Reliance Trust reported no remaining United Community Banks position as of Q4 2013 after selling out during the quarter.
  • Reliance Trust sold 58,832 United Community Banks shares in Q4 2013, an estimated $882K.
  • Reliance Trust first reported a position in United Community Banks in Q2 2013 and held it in 2 quarters.
  • Reliance Trust's United Community Banks position peaked at $1.58M in Q2 2013.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q4 2013.

Based on Reliance Trust's 13F filing for Q4 2013, filed 13 Jan 2014.