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

Riverhead 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
2019 Q3	$302K	Hold	10,668	–	–	0.01%	941
2019 Q2	$305K	Hold	10,668	–	–	0.01%	956
2019 Q1	$266K	Hold	10,668	–	–	0.01%	996
2018 Q4	$229K	Buy	10,668 +1,800	+20%	+$44.4K	0.01%	1013
2018 Q3	$247K	Buy	8,868 +1,100	+14%	+$33.3K	0.01%	1111
2018 Q2	$238K	Hold	7,768	–	–	0.01%	999
2018 Q1	$246K	Hold	7,768	–	–	0.01%	971
2017 Q4	$219K	Buy	7,768 +1,400	+22%	+$39.1K	0.01%	1022
2017 Q3	$182K	Buy	6,368 +978	+18%	+$26.4K	0.01%	1028
2017 Q2	$150K	Buy	5,390 +3,090	+134%	+$83.6K	0.01%	1043
2017 Q1	$64K	Buy	+2,300	New	+$65.4K	﹤0.01%	1192

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

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

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

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

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

Riverhead Capital Management's UCB Position: Q3 2019 in Review

Riverhead Capital Management held its United Community Banks (UCB) position steady in Q3 2019 at 10,668 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #941.

Riverhead Capital Management first reported a position in UCB in Q1 2017 and has held it in 11 quarters since. The position peaked at $305K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

Riverhead Capital Management held 10,668 shares of United Community Banks worth $302K as of Q3 2019.
Riverhead Capital Management left its United Community Banks share count unchanged in Q3 2019.
United Community Banks made up 0.01% of Riverhead Capital Management's portfolio in Q3 2019, its #941 holding.
Riverhead Capital Management first reported a position in United Community Banks in Q1 2017 and has held it in 11 quarters since.
Riverhead Capital Management's United Community Banks position peaked at $305K in Q2 2019.
216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.