RiverGlades Family Offices’s United Community Banks UCB Stock Holding History

RiverGlades Family Offices’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
2020 Q2	–	Sell	-10,500	Closed	-$192K	–	69
2020 Q1	$192K	Hold	10,500	–	–	0.2%	57
2019 Q4	$324K	Hold	10,500	–	–	0.28%	52
2019 Q3	$298K	Hold	10,500	–	–	0.27%	57
2019 Q2	$300K	Sell	10,500 -3,500	-25%	-$95.6K	0.27%	56
2019 Q1	$349K	Buy	+14,000	New	+$364K	0.32%	49
2018 Q4	–	Sell	-14,000	Closed	-$390K	–	89
2018 Q3	$390K	Hold	14,000	–	–	0.33%	47
2018 Q2	$429K	Hold	14,000	–	–	0.37%	41
2018 Q1	$443K	Hold	14,000	–	–	0.35%	46
2017 Q4	$394K	Buy	+14,000	New	+$391K	0.32%	47

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RiverGlades Family Offices's UCB Position: Q2 2020 in Review

RiverGlades Family Offices sold out of United Community Banks (UCB) in Q2 2020, closing a stake of 10,500 shares — an estimated $192K sold.

RiverGlades Family Offices first reported a position in UCB in Q4 2017 and held it in 9 quarters. The position peaked at $443K in Q1 2018. 197 funds tracked by Wall St. Rank hold UCB as of Q2 2020.

RiverGlades Family Offices reported no remaining United Community Banks position as of Q2 2020 after selling out during the quarter.
RiverGlades Family Offices sold 10,500 United Community Banks shares in Q2 2020, an estimated $192K.
RiverGlades Family Offices first reported a position in United Community Banks in Q4 2017 and held it in 9 quarters.
RiverGlades Family Offices's United Community Banks position peaked at $443K in Q1 2018.
197 funds tracked by Wall St. Rank held United Community Banks as of Q2 2020.

Based on RiverGlades Family Offices's 13F filing for Q2 2020, filed 13 Aug 2020.